Joseph CanevariCRD Number: 1553361
Current Firm: Td Private Client Wealth LLC
Joseph Canevari (CRD# 1553361) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 9 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Td Bank N.a.||New York, NY||Nov 2021 - Current||< 1|
|Td Private Client Wealth LLC||New York, NY||Feb 2015 - Current||7|
|Td Bank, N.a.||New York, NY||Feb 2015 - Nov 2021||6|
|Hsbc Private Bank||New York, NY||Jan 2013 - Jan 2015||2|
|Gibraltar Private Bank & Trust||New York, NY||Oct 2010 - Jan 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management5,619MILLIONS
Total Number of Accounts4,792ACCOUNTS
Average Account Value$1,172,526
- 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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