TD PRIVATE CLIENT WEALTH LLC

NEW YORK, New York·10 registered advisors·CRD# 164484
SEC# 801-7777139877-703-9896
01

Firm Overview

AUM
$4.8B
Regulatory assets under management
Employees
637
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at TD PRIVATE CLIENT WEALTH LLC

10 registered advisors
Alan J Chabot
NEW YORK, New York
Frank John Tripodi
NEW YORK, New York
James Henry Jr. Beam
NEW YORK, New York
Jeffrey Joseph Rodrigues Sundram
NEW YORK, New York
John Louis Iii Schautz
NEW YORK, New York
Jorge Luis Ortiz
NEW YORK, New York
Kenneth Gerard Thompson
NEW YORK, New York
Kevin Keith Wilson
NEW YORK, New York
Markella Mihalios
NEW YORK, New York
Richard Seth Rosenthal
NEW YORK, New York
05

Office Locations

NEW YORK, New York
10 advisors

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Data sourced from SEC Form ADV filings. TD PRIVATE CLIENT WEALTH LLC (CRD# 164484) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.