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
Matthew Kappa (CRD# 5763902) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Philadelphia, PA and has over 13 years of experience in the finance industry.
Zain Khan (CRD# 5250636) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Vienna, VA and has over 17 years of experience in the finance industry.
Daniel Kiefer (CRD# 2472070) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Cranford, NJ and has over 29 years of experience in the finance industry.
Jason Leberfeld (CRD# 5824824) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 13 years of experience in the finance industry.
Frank Levin (CRD# 5036880) 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.
Julie Lopes (CRD# 5487680) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Hartford, CT and has over 16 years of experience in the finance industry.
Samir Makar (CRD# 5028589) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Melville, NY and has over 18 years of experience in the finance industry.
Cheryle Maloon (CRD# 5517817) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Manchester, NH and has over 15 years of experience in the finance industry.
Michael Masterson (CRD# 5360579) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Calverton, MD and has over 15 years of experience in the finance industry.
Suzanne Matheson (CRD# 6139729) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Boston, MA and has over 10 years of experience in the finance industry.