Gunjan Ahuja, financial advisor Marlton NJ

Gunjan Ahuja

CRD Number: 6300578
Current Firm: Td Private Client Wealth LLC

Gunjan Ahuja (CRD# 6300578) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Marlton, NJ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Td Bank N.a. Exton, PA Jul 2021 - Current 2
Td Private Client Wealth LLC Exton, PA Jul 2021 - Current 2
Hilltop Securities Dallas, TX Feb 2019 - Jun 2021 2
Unemployed Dallas, TX Feb 2019 - Feb 2019 < 1
Capital One Investing, LLC Plano, TX Dec 2016 - Feb 2019 2
Unemployed Mckinney, TX Jan 2016 - Dec 2016 < 1
Jp Morgan Securities LLC Farmers Branch, TX Feb 2014 - Dec 2015 1
Jp Morgan Chase Bank Farmers Branch, TX Feb 2014 - Dec 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Gunjan Ahuja
Phone Number: 877-703-9896
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    12,265
    MILLIONS
  • Total Number of Accounts
    16,422
    ACCOUNTS
  • Average Account Value
    $746,855
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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