Td Private Client Wealth LLC

Td Private Client Wealth LLC (CRD# 164484) is a financial advisory firm headquartered in New York, NY. They manage $5,618,743,092 in 4,792 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,619
    MILLION
  • Total Number of Accounts
    4,792
    ACCOUNTS
  • Average Account Value
    $1,172,526
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
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 302 top financial advisors.
1
Gunjan Ahuja
CRD#: 6300578
336 Route 70 East, 2nd Floor, Marlton, NJ 08053

Gunjan Ahuja (CRD# 6300578) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Marlton, NJ and has over 8 years of experience in the finance industry.

2
Russell D. Antonacci
CRD#: 3060698
1 Old Loudon Road, Latham, NY 12110

Russell Antonacci (CRD# 3060698) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Latham, NY and has over 3 years of experience in the finance industry.

3
Louie S. Atangan
CRD#: 4220873
1919 Gallows Road, 2nd Floor, Vienna, VA 22182

Louie Atangan (CRD# 4220873) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Vienna, VA and has over 21 years of experience in the finance industry.

4
Allison Balmores
CRD#: 5785776
2005 Market Street, Philadelphia, PA 19103

Allison Balmores (CRD# 5785776) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Philadelphia, PA and has over 11 years of experience in the finance industry.

5
Dean Balsamo
CRD#: 4073765
300 Franklin Street, Manchester, NH 03101

Dean Balsamo (CRD# 4073765) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Manchester, NH and has over 22 years of experience in the finance industry.

6
Brett T. Bartkiewicz
CRD#: 2456256
203 Trumball Street, 2nd Floor, Hartford, CT 06103

Brett Bartkiewicz (CRD# 2456256) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Hartford, CT and has over 27 years of experience in the finance industry.

7
James H. Beam
CRD#: 4274924
2005 Market Street, Philadelphia, PA 19103

James Beam (CRD# 4274924) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.

8
Rebecca Bear
CRD#: 4762629
222 Haddon Avenue, Haddon Township, NJ 08108

Rebecca Bear (CRD# 4762629) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Haddon Township, NJ and has over 18 years of experience in the finance industry.

9
Danny Boylan
CRD#: 2358207
535 East Crescent Ave, Ramsey, NJ 07746

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.

10
Adam E. Bracy
CRD#: 5394668
222 Haddon Avenue, Haddon Township, NJ 08108

Adam Bracy (CRD# 5394668) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Haddon Township, NJ and has over 14 years of experience in the finance industry.

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