Td Private Client Wealth LLC
Td Private Client Wealth LLC (CRD# 164484) is a financial advisory firm headquartered in New York, NY. They manage $12,264,854,463 in 16,422 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management12,265MILLION
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- 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
Nicholas Rounds (CRD# 4726163) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Marlton, NJ and has over 19 years of experience in the finance industry.
Joseph Santos (CRD# 2745089) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 27 years of experience in the finance industry.
Michael Sarubbi (CRD# 5306167) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 16 years of experience in the finance industry.
Derek Sausa (CRD# 5237387) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Marlton, NJ and has over 17 years of experience in the finance industry.
William Sessoms (CRD# 3055139) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Wilmington, NC and has over 25 years of experience in the finance industry.
Taha Siddiqui (CRD# 6739787) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Manchester, NH and has over 7 years of experience in the finance industry.
Ricky Smith (CRD# 3193871) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Jacksonville, FL and has over 25 years of experience in the finance industry.
William Smith (CRD# 2723281) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Asheville, NC and has over 28 years of experience in the finance industry.
Joshua Speese (CRD# 6439793) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Greenville, SC and has over 9 years of experience in the finance industry.
Jerome Sullivan (CRD# 5222623) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Hartford, CT and has over 17 years of experience in the finance industry.