Alan Barry Krichman

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 12/2016
  Santander Bank, N.A.
  Lakewood, NJ
• 11/2013 → 12/2016
  Santander Securities Llc.
  Guaynabo, PR
• 09/2014 → 11/2016
  Uber
  Toms River, NJ
• 04/2017 → 04/2026
  M & T Securities, Inc
  Spring Lake, NJ
• 06/2021 → 04/2026
  Lpl Financial Llc
  Spring Lake, NJ
• 04/2026 → Present
  Td Bank N.A.
  Red Bank, NJ
• 04/2026 → Present
  Td Private Client Wealth Llc
  Red Bank, NJ
• 12/2016 → 03/2017
  Unemployed
  Toms River, NJ

Previous Registrations

• 2021-06-09 → 2026-04-23
  Lpl Financial Llc
  West Long Branch, NJ
  Brick, NJ
  Freehold, NJ
  Middletown, NJ
  Spring Lake, NJ
  Marlboro, NJ
  Paramus, NJ
  Toms River, NJ
• 2017-05-18 → 2021-06-09
  M&T Securities, Inc.
  Spring Lake, NJ
  Paramus, NJ
  Marlboro, NJ
  Middletown, NJ
  Old Bridge, NJ
  Brick, NJ
  Freehold, NJ
  West Long Branch, NJ
  Lakewood, NJ
  Aberdeen, NJ
  Wilmington, DE
  Paramus, NJ
  Baltimore, MD
• 2013-12-06 → 2017-01-09
  Santander Securities Llc
  Brick, NJ
  Short Hills, NJ
  Lakewood, NJ
  Toms River, NJ
  Lakewood, NJ
  Long Branch, NJ
  Toms River, NJ
  Toms River, NJ
  Brick, NJ
  Villanova, PA
  Cherry Hill, NJ
• 2012-09-11 → 2013-12-02
  Invest Financial Corporation
  Milltown, NJ
  Monroe, NJ
  Linden, NJ
  Rahway, NJ
  East Brunswick, NJ
  Union, NJ
  Woodbridge, NJ
  Westfield, NJ
• 2011-09-21 → 2012-09-06
  Cetera Wealth Services, Llc
  Florham Park, NJ
• 2009-05-02 → 2011-04-14
  Chase Investment Services Corp.
  Haworth, NJ
  Paramus, NJ
  Fairview, NJ
  New Milford, NJ
  Emerson, NJ
  Glen Rock, NJ
• 2008-04-23 → 2009-05-02
  Wamu Investments, Inc.
  Paramus, NJ
  Haworth, NJ
  Ridgewood, NJ
  Emerson, NJ
  New Milford, NJ
  Fairview, NJ
  Glen Rock, NJ
• 2006-06-02 → 2008-04-15
  Cetera Investment Services Llc
  Franklin Lakes, NJ
• 2005-05-02 → 2005-10-04
  Chase Investment Services Corp.
  New York, NY
• 2003-10-31 → 2004-06-21
  Wells Fargo Clearing Services, Llc
  Hackensack, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-16
• S63 Uniform Securities Agent State Law Examination
  1987-02-26