Danny BoylanCRD Number: 2358207
Current Firm: Td Private Client Wealth LLC
Danny Boylan (CRD# 2358207) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Ramsey, NJ and has over 28 years of experience in the finance industry.
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, LLC
|Td Private Client Wealth LLC||Ramsey, NJ||Mar 2021 - Current||1|
|Td Bank N.a.||Ramsey, NJ||Feb 2021 - Current||1|
|Us Army Reserve||Staten Island, NY||May 1984 - Current||38|
|Td Waterhouse Investor Services Inc.||New York, NY||Feb 2001 - Jan 2021||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1993|
|S66||NASAA Uniform Combined State Law Examination||Jan 2004|
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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