Td Private Client Wealth LLC

Td Private Client Wealth LLC (CRD# 164484) is a financial advisory firm headquartered in New York, NY. They manage $1,060,587,656 in 1,318 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,061
    MILLION
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $804,695
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

Financial Advisors at Td Private Client Wealth LLC
Showing 1 - 10 of 138 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 13 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
Catherine M. Arnet-Valega
CRD#: 2242326
200 State Street, 10th Floor, Boston, MA 02109
96
Wealthminder
score

Catherine Arnet-Valega (CRD# 2242326) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Boston, MA and has over 24 years of experience in the finance industry. Catherine Arnet-Valega 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.

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 10 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
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 20 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.

5
Marion S. Kirkman
CRD#: 2901829
203 Trumball Street, 2nd Floor, Hartford, CT 06103
96
Wealthminder
score

Marion Kirkman (CRD# 2901829) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Hartford, CT and has over 19 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.

6
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 23 years of experience in the finance industry.

7
George F. O'brien
CRD#: 2183177
255 Alhambra Circle, Coral Gables, FL 33134
96
Wealthminder
score

George O'brien (CRD# 2183177) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Coral Gables, FL and has over 25 years of experience in the finance industry. George O'brien 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
Sean S. O'connor
CRD#: 2472114
535 East Crescent Ave, Ramsey, NJ 07746
96
Wealthminder
score

Sean O'connor (CRD# 2472114) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Ramsey, NJ and has over 8 years of experience in the finance industry. Sean O'connor 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
Matthew T. Prifti
CRD#: 3043705
300 Franklin Street, Manchester, NH 03101
96
Wealthminder
score

Matthew Prifti (CRD# 3043705) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Manchester, NH and has over 18 years of experience in the finance industry.

10
William D. Smith
CRD#: 2723281
200 College Street, 2nd Floor, Asheville, NC 28801
96
Wealthminder
score

William Smith (CRD# 2723281) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Asheville, NC and has over 20 years of experience in the finance industry. William Smith 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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