Metehan Erim (CRD# 4823050) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 19 years of experience in the finance industry. Metehan Erim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | New York, NY | May 2022 - Current | 1 |
| Td Private Client Wealth LLC | New York, NY | May 2022 - Current | 1 |
| Lpl Financial LLC | Mahwah, NJ | Jun 2021 - May 2022 | < 1 |
| Lpl Financial LLC | Mahwah, NJ | Jun 2021 - May 2022 | < 1 |
| M&t Securities, Inc. | 3044 Essex Street, Lodi, NJ | Apr 2017 - Jun 2021 | 4 |
| Waddell & Reed, Inc. | Colonia, NJ | Aug 2015 - Apr 2017 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Colonia, NJ | Aug 2015 - Apr 2017 | 1 |
| Unemployed | Colonia, NJ | Jul 2014 - Aug 2015 | 1 |
| J.p. Morgan Securities LLC | Avenel, NJ | Oct 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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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
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