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TD Private Client Wealth LLC

● SEC registered since 2013CRD 164484SEC# 801-77771New York, NY
Export (members)
Reg. AUM
$6.45B
Employees
662
Accounts
17,824
Location
New York, NY

TD Private Client Wealth LLC assets under management

TD Private Client Wealth LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2013. It reports $6.5 billion in regulatory assets under management and employs 662 people.
www.td.com/us/en/investingView on SEC.gov ↗

TD Private Client Wealth LLC owners & executives

10 reported
NameTitleOwnershipSince
Alan J Chabot ControlCeoUnder 5%2024
John Louis III Schautz ControlCooUnder 5%2016
Jorge Luis Ortiz ControlCfo & FinopUnder 5%2024
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Frequently asked questions

How much does TD Private Client Wealth LLC manage?

TD Private Client Wealth LLC reports $6.5 billion in regulatory assets under management on its Form ADV.

How many employees does TD Private Client Wealth LLC have?

TD Private Client Wealth LLC reports 662 employees.

Where is TD Private Client Wealth LLC located?

TD Private Client Wealth LLC is based in New York, NY and has been SEC-registered since 2013.

Does TD Private Client Wealth LLC disclose fund performance?

TD Private Client Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Vanderbilt Avenue, 23rd Floor, New York, NY 10017
Phone877-703-9896
Office hours8:30 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1551017
Discloses disciplinary historyYes

Assets under management

Discretionary$6.45B
Non-discretionary$0
Total (RAUM)$6.45B