Dario Polci (CRD# 7093930) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Bernardsville, NJ and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Bernardsville, NJ | Apr 2023 - Current | 1 |
| Td Private Client Wealth LLC | Bernardsville, NJ | Apr 2023 - Current | 1 |
| Td Bank N.a. | West Caldwell, NJ | Nov 2022 - Mar 2023 | < 1 |
| Td Private Client Wealth LLC | West Caldwell, NJ | Nov 2022 - Mar 2023 | < 1 |
| Equitable Advisors, LLC | New York, NY | Jul 2021 - Nov 2022 | 1 |
| Unemployed | Roseland, NJ | Jun 2021 - Jun 2021 | < 1 |
| The Prudential Insurance Company Of America | Basking Ridge, NJ | Jul 2020 - May 2021 | < 1 |
| Pruco Securities LLC | Basking Ridge, NJ | Apr 2020 - May 2021 | 1 |
| Unemployed | Roseland, NJ | Dec 2019 - Apr 2020 | < 1 |
| Pruco Securities LLC | Basking Ridge, NJ | Jun 2019 - Dec 2019 | < 1 |
| New York Life | Saddle Brook, NJ | Apr 2019 - Jun 2019 | < 1 |
| Unemployed | Caldwell, NJ | Oct 2018 - Mar 2019 | < 1 |
| American Eagle | Livingston, NJ | Sep 2016 - Nov 2018 | 2 |
| Ks Capital Management | Rochelle Park, NJ | May 2018 - Aug 2018 | < 1 |
| Umemployed | Caldwell, NJ | Sep 2016 - Apr 2018 | 1 |
| Sports Authority | Randolph, NJ | Sep 2015 - Aug 2016 | < 1 |
| Unemployed | Caldwell, NJ | Apr 2009 - Aug 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- NJ
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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