Gianni Dimeglio, financial advisor Wilton CT

Gianni Dimeglio

CRD Number: 4702472
Current Firm: Td Private Client Wealth LLC

Gianni Dimeglio (CRD# 4702472) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Wilton, CT and has over 17 years of experience in the finance industry. Gianni Dimeglio 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.

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Professional Designations
Company Name Location Dates Years
Td Private Client Wealth LLC Wilton, CT Sep 2012 - Current 8
Td Bank, N.a. Wilton, CT Sep 2012 - Current 8
Td Bank, N.a. Wilton, CT Oct 2010 - Sep 2012 1
Guardian Life Insurance Company Rye Brook, NY May 2010 - Sep 2010 < 1
Park Avenue Securities Rye Brook, NY May 2010 - Sep 2010 < 1
Wachovia Securities, LLC Tarrytown, NY Aug 2003 - May 2010 6
Wachovia Bank, N.a. Tarrytown, NY Jul 2003 - May 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
Contact Info for Gianni L. Dimeglio
Phone Number: 212-897-2399
Firm Website: http://www.tdbank.com
Registered State(s):
  • CT
  • FL
  • MA
  • NV
  • NJ
  • OH
By the Numbers
  • Total Assets Under Management
    4,289
    MILLIONS
  • Total Number of Accounts
    3,583
    ACCOUNTS
  • Average Account Value
    $1,197,132
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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Data verified by both the advisor and the public regulatory data.

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