Td Private Client Wealth LLC

Firm record

As recorded in SEC IAPD

Firm CRD

164484

SEC number

801-77771

Firm type

RIA

Assets under management

$8.6B as of Jun 12, 2026

Website

www.td.com/us/en/investing ↗

Phone

877-703-9896

Address

1 Vanderbilt Avenue, New York, NY, 10017

Advisors at this firm

487 in our index · page 9 of 10

• Anthony SlovickCRD 2917747 · Sarasota, FL
  IA RegisteredBroker
• Kenneth SmelandCRD 7310178 · Marlton, NJ
  IA RegisteredBroker
• Sarah SmetsCRD 6983581 · Portsmouth, NH
  IA RegisteredBroker
• Ashley R SmithCRD 7344321 · Titusville, FL
  IA Registered
• Ricky Lacy SmithCRD 3193871 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kristjan SokoliCRD 7168485 · Ramsey, NJ
  IA RegisteredBroker
• Michael Francis SorgentiCRD 5340276 · Greenville, SC
  Broker
• Paul Soto MendozaCRD 7644634 · St. Petersburg, FL
  IA RegisteredBroker
• Michael SpearsCRD 6534318 · Tampa, FL
  IA RegisteredBroker
• Joshua Kresge SpeeseCRD 6439793 · Greenville, SC
  IA RegisteredBroker
• Darren StevensonCRD 2247600 · Melville, NY
  IA RegisteredBroker
• Michael Vincent StiglianoCRD 4662563 · Union, NJ
  IA RegisteredBroker
• Brittany StuartCRD 7325558 · Andover, MA
  IA RegisteredBroker
• Jerome SullivanCRD 5222623 · Wareham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua SullivanCRD 6109255 · Manchester, NH
  IA RegisteredBroker
• Marilyn Virginia SullivanCRD 6125111 · Mashpee, MA
  IA RegisteredBroker
• Julie Wong SumitomoCRD 5402888 · Bernardsville, NJ
  IA RegisteredBroker
• Edward Michael SwanCRD 2915038 · Bensalem, PA
  IA RegisteredBroker
• Joel SwaneyCRD 7437424 · Greenville, SC
  IA RegisteredBroker
• Mark SzwagulinskiCRD 2202270 · Pompton Plains, NJ
  IA RegisteredBroker
• Michael John SantanaCRD 7446532 · Springfield, NJ
  IA RegisteredBroker
• Nicholas Steven SarloCRD 6193471 · Cherry Hill, NJ
  IA RegisteredBroker
• Kurt SchaeferCRD 2031484 · Burlington, VT
  IA RegisteredBroker
• James SchmidtCRD 6949185 · Marlton, NJ
  Broker
• Christopher Jenkins SeearCRD 7206251 · Greenville, SC
  IA RegisteredBroker
• Alicia ShawCRD 7458126 · Greenville, SC
  IA RegisteredBroker
• Douglas ShirleyCRD 3201956 · Bernardsville, NJ
  IA RegisteredBroker
• Maher ShoukrCRD 4714341 · Vienna, VA
  IA RegisteredBroker
• Jonathan SnyderCRD 6514215 · Boston, MA
  Broker
• Milagritos Cecilia SosnaCRD 4230499 · Fort Lauderdale, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kaitlyn G StathopoulosCRD 7269931 · Manchester, NH
  IA RegisteredBroker
• Amanda Joyce StoneCRD 7008319 · Keene, NH
  IA RegisteredBroker
• Grant M SummerfordCRD 8238934 · Columbia, SC
  IA RegisteredBroker
• Andrew TeichmanCRD 5853382 · White Plains, NY
  IA RegisteredBroker
• Anand ThakkarCRD 6291467 · Ramsey, NJ
  IA RegisteredBroker
• Angela Dawn ThayerCRD 7528662 · Freehold, NJ
  IA RegisteredBroker
• Glenn Hunter ThomasCRD 1110228 · Haverford, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christian ThompsonCRD 7446834 · Exton, PA
  IA RegisteredBroker
• Sanjay TomarCRD 7668130 · Leesburg, VA
  IA RegisteredBroker
• Alfredo TorresCRD 4614240 · Flushing, NY
  IA RegisteredBroker
• Thomas Edward TroxellCRD 1189240 · Vienna, VA
  IA RegisteredBroker
• Tina Marie Truax MccuinCRD 6127352 · Burlington, VT
  IA RegisteredBroker
• Russell TruesdaleCRD 6022059 · Greenville, SC
  IA RegisteredBroker
• Akash S TailorCRD 7541971 · Vienna, VA
  Broker
• Cody Aaron TarverCRD 7262314 · Melville, NY
  IA RegisteredBroker
• Carlyn Cattesha, Renee Telfer- OsariemenCRD 7601363 · Mount Laurel, NJ
  Broker
• Cyndy Marie ToscanoCRD 4292727 · Marlton, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• John Joseph TrottaCRD 6682871 · Melville, NY
  IA RegisteredBroker
• Christopher UlianoCRD 2770170 · West Long Beach, NJ
  IA RegisteredBroker
• Siddhartha VaidyaCRD 4676153 · New York, NY
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.