Adam Bracy, financial advisor Marlton NJ

Adam Bracy

CRD Number: 5394668
Current Firm: Td Private Client Wealth LLC

Adam Bracy (CRD# 5394668) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Marlton, NJ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Td Private Client Wealth LLC Marlton, NJ Aug 2015 - Current 8
Td Bank, N.a. Marlton, NJ Aug 2015 - Current 8
Td Private Client Wealth LLC Mt. Laurel, NJ Nov 2013 - Aug 2015 1
Td Bank, N.a. Mt. Laurel, NJ Nov 2013 - Aug 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Adam E. Bracy
Phone Number: 877-703-9896
Registered State(s):
  • AZ
  • CA
  • CT
  • DE
  • FL
  • IL
  • MA
  • MI
  • NJ
  • NC
  • PA
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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