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
Vito Petriello (CRD# 2756507) 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.
David Pfeffermann (CRD# 4702138) is an Investment Advisor Representative working at Td Private Client Wealth LLC in New York, NY and has over 10 years of experience in the finance industry.
Joseph Pietrafitta (CRD# 6611352) 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.
Vicki Pitkin (CRD# 4167093) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Manchester, NH and has over 24 years of experience in the finance industry.
Matthew Prifti (CRD# 3043705) 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.
Stacy Putnam (CRD# 6127607) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Burlington, VT and has over 11 years of experience in the finance industry.
Nicholas Quartarano (CRD# 4946493) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Ramsey, NJ and has over 16 years of experience in the finance industry.
Cory Rasmussen (CRD# 6591137) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Providence, RI and has over 8 years of experience in the finance industry.
Sharon Raymond-Daley (CRD# 6497521) is an Investment Advisor Representative working at Td Private Client Wealth LLC in West Palm Beach, FL and has over 8 years of experience in the finance industry.
Cynthia Reilly (CRD# 1552795) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Boston, MA and has over 36 years of experience in the finance industry.