Td Private Client Wealth LLC

Td Private Client Wealth LLC (CRD# 164484) is a financial advisory firm headquartered in New York, NY. They manage $2,694,701,934 in 2,389 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,695
    MILLION
  • Total Number of Accounts
    2,389
    ACCOUNTS
  • Average Account Value
    $1,127,962
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Td Private Client Wealth LLC
Showing 1 - 10 of 164 top financial advisors.
1
Gianni L. Dimeglio
CRD#: 4702472
40 Danbury Road, Wilton, CT 06897
101
Wealthminder
score

Gianni Dimeglio (CRD# 4702472) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Wilton, CT and has over 14 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.

2
Matthew T. Prifti
CRD#: 3043705
300 Franklin Street, Manchester, NH 03101
101
Wealthminder
score

Matthew Prifti (CRD# 3043705) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Manchester, NH and has over 19 years of experience in the finance industry.

3
Haney Z. Dimian
CRD#: 5105936
444 Madison Avenue, New York, NY 10022
96
Wealthminder
score

Haney Dimian (CRD# 5105936) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 12 years of experience in the finance industry. Haney Dimian 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.

4
Michael J. Dyer
CRD#: 2510849
2130 Centrepark West Drive, West Palm Beach, FL 33409
96
Wealthminder
score

Michael Dyer (CRD# 2510849) is an Investment Advisor Representative working at Td Private Client Wealth LLC in West Palm Beach, FL and has over 23 years of experience in the finance industry. Michael Dyer 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.

5
Paul T. Gordon
CRD#: 1916591
2005 Market Street, Philadelphia, PA 19103
96
Wealthminder
score

Paul Gordon (CRD# 1916591) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Philadelphia, PA and has over 21 years of experience in the finance industry. Paul Gordon 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.

6
Suzanne P. Holmes
CRD#: 2405227
2130 Centrepark West Drive, West Palm Beach, FL 33409
96
Wealthminder
score

Suzanne Holmes (CRD# 2405227) is an Investment Advisor Representative working at Td Private Client Wealth LLC in West Palm Beach, FL and has over 24 years of experience in the finance industry. Suzanne Holmes 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.

7
Zain Khan
CRD#: 5250636
1919 Gallows Road, 2nd Floor, Vienna, VA 22182
96
Wealthminder
score

Zain Khan (CRD# 5250636) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Vienna, VA and has over 11 years of experience in the finance industry. Zain Khan 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.

8
Marion S. Kirkman
CRD#: 2901829
40 Danbury Road, Wilton, CT 06897
96
Wealthminder
score

Marion Kirkman (CRD# 2901829) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Wilton, CT and has over 20 years of experience in the finance industry. Marion Kirkman 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.

9
Alexander M. Lane
CRD#: 2266334
444 Madison Avenue, New York, NY 10022
96
Wealthminder
score

Alexander Lane (CRD# 2266334) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 25 years of experience in the finance industry.

10
Bryan J. Loew
CRD#: 3079619
444 Madison Avenue, New York, NY 10022
96
Wealthminder
score

Bryan Loew (CRD# 3079619) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 5 years of experience in the finance industry. Bryan Loew 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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