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).

By the Numbers
  • Total Assets Under Management
    12,265
    MILLION
  • Total Number of Accounts
    16,422
    ACCOUNTS
  • Average Account Value
    $746,855
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
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 11 - 20 of 347 top financial advisors.
11
Daniel P. Bremen
CRD#: 5743256
255 Nassau Street, 1st Floor, Princeton, NJ 08540

Daniel Bremen (CRD# 5743256) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Princeton, NJ and has over 14 years of experience in the finance industry.

12
Gregory B. Campbell
CRD#: 2336627
70 Morristown Road, Bernardsville, NJ 07924

Gregory Campbell (CRD# 2336627) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Bernardsville, NJ and has over 30 years of experience in the finance industry.

13
Joseph T. Canevari
CRD#: 1553361
324 So. Service Road, Melville, NY 11747

Joseph Canevari (CRD# 1553361) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Melville, NY and has over 10 years of experience in the finance industry.

14
Cole Conner
CRD#: 5184926
11325 N. Community House Rd, Charlotte, NC 28277

Cole Conner (CRD# 5184926) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Charlotte, NC and has over 17 years of experience in the finance industry.

15
Naim Cukovic
CRD#: 2910659
203 Trumball Street, 2nd Floor, Hartford, CT 06103

Naim Cukovic (CRD# 2910659) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Hartford, CT and has over 25 years of experience in the finance industry.

16
Jennifer L. Cute
CRD#: 2405563
11325 N. Community Road, Charlotte, NC 28277

Jennifer Cute (CRD# 2405563) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Charlotte, NC and has over 5 years of experience in the finance industry.

17
Tyler Decker
CRD#: 6978151
200 Carolina Parkway, 4th Floor, Greenville, SC 29607

Tyler Decker (CRD# 6978151) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Greenville, SC and has over 5 years of experience in the finance industry.

18
Robert Defina
CRD#: 4297389
336 Route 70 East, 2nd Floor, Marlton, NJ 08053

Robert Defina (CRD# 4297389) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Marlton, NJ and has over 22 years of experience in the finance industry.

19
Justin Delaney
CRD#: 6057231
476 Main Street, Melrose, MA 02176

Justin Delaney (CRD# 6057231) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Melrose, MA and has over 9 years of experience in the finance industry.

20
Avdul G. Demiri
CRD#: 3018532
1 Vanderbilt Avenue, 23rd Floor, New York, NY 10017

Avdul Demiri (CRD# 3018532) 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.

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