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Jorge Luis Ortiz

Cfo & FinopTD Private Client Wealth LLCCRD 2725922

About Jorge Luis Ortiz

Jorge Luis Ortiz is listed as Cfo & Finop at TD Private Client Wealth LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of TD Private Client Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jorge Luis Ortiz work?

Jorge Luis Ortiz is listed as Cfo & Finop at TD Private Client Wealth LLC on SEC Form ADV.

How much of TD Private Client Wealth LLC does Jorge Luis Ortiz own?

Form ADV reports a beneficial ownership band of Under 5%.

TD Private Client Wealth LLC

TitleCfo & Finop
OwnershipUnder 5%
Control personYes
Since2024