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
Gwennette Morant (CRD# 5533386) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Columbia, SC and has over 9 years of experience in the finance industry.
George O'brien (CRD# 2183177) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Greenville, SC and has over 32 years of experience in the finance industry.
Sean O'connor (CRD# 2472114) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 15 years of experience in the finance industry.
Jonathan Ocampo (CRD# 5742942) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 14 years of experience in the finance industry.
Jennifer Olenik (CRD# 2561209) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Melville, NY and has over 26 years of experience in the finance industry.
Rosa Pachon (CRD# 4445324) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Coral Gables, FL and has over 11 years of experience in the finance industry.
Beatriz Pallares (CRD# 5188993) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 11 years of experience in the finance industry.
Anthony Paparella (CRD# 3191602) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Vienna, VA and has over 20 years of experience in the finance industry.
Jacob Peck (CRD# 4891030) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Exton, PA and has over 18 years of experience in the finance industry.
Christopher Persandi (CRD# 5856046) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Jacksonville, FL and has over 13 years of experience in the finance industry.