Adam Bracy, financial advisor Haddon Township NJ
93 score

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 Haddon Township, NJ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Td Private Client Wealth LLC Haddon Township, NJ Aug 2015 - Current 1
Td Bank, N.a. Haddon Township, NJ Aug 2015 - Current 1
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
Pnc Bank Pittsburgh, PA Oct 2010 - Nov 2013 3
Pnc Investments Pittsburgh, PA Oct 2010 - Nov 2013 3
Wachovia Securities, LLC Trenton, NJ Aug 2007 - Oct 2010 3
Wachovia Bank, N.a. Trenton, PA Jun 2004 - Oct 2010 6
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: 212-897-2399
Firm Website: http://www.tdbank.com
Registered State(s):
  • CT
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    1,061
    MILLIONS
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $804,695
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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