CRD: 164484
TD Private Client Wealth LLC
$8.6B Total AUM
$8.6B Disc. AUM
12.5% 3Y CAGR
671 Employees
25,685 ADV. Clients
13 yrs Firm Age
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- Custodian
- Pershing ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-28-2013
- Office Locations
- 242
Office Locations
1 Portland Square Portland ME
1 Vanderbilt Avenue 23rd Floor NEW York NY
10 Gusabel Avenue Nashua NH
About TD Private Client Wealth LLC
TD Private Client Wealth (TD Wealth) provides investment advisory and brokerage services ranging from automated investing to dedicated advisor-led and private client relationships. Clients can manage accounts, documents, and advisor communications via the TD Wealth Portal in the TD Mobile App, alongside planning tools and market/strategy insights. SEC-registered; FINRA/SIPC member.
Team overview
44 AVG AGE
$17.8M AVG AUM / ADVISOR
$333.8K AVG AUM / CLIENT
3.6 yrs AVG TENURE
671 Employees
482 Advisory Reps
485 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT BEGUN
President
- CRD
- #4436053
- Ownership
- Less than 5%
Available
Available
Available
NAYRA CALDERON NAJERA
Chief Compliance Officer
- CRD
- #5040972
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 7 owners & executives
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T
TANZEELA AASIR
--
- CRD
- #7682598
Available
Available
Available
OMAR ABDELBARI
--
- CRD
- #7328192
Available
Available
Available
Showing 2 of 648 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,574,585,303 | $333,667 |
| Non-Discretionary | $0 | -- |
| Total | $8,574,585,303 | $333,667 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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