David Pfeffermann is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds the Series 66 designation and has been with TD Private Client Wealth since 2012, previously working at TD Bank, N.A. since 2007. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Alfredo Ercilla is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with TD Private Client Wealth LLC since 2020 and concurrently employed at TD Bank N.A. since 2013. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Qiyuan Chen is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding a Series 66 designation with approximately one year of industry experience. Prior to joining TD, Chen worked at firms including UBS Financial Services Inc. and Citigroup. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Gavin Jeffers is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. He previously worked at Valic Financial Advisors and has been affiliated with TD Bank N.A. since 2026. Outside of financial advising, he is appointed as an agent to sell non-securities insurance products for AGIA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers. The firm emphasizes percentage-of-AUM wrap fees and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Susan Kolan is a financial advisor with TD Private Client Wealth LLC based in Bernardsville, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. She has worked with TD Private Client Wealth LLC since 2020 and has been with TD Bank N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach combines strategic and tactical asset allocation with affiliated and third-party sub-managers through various portfolio offerings.

Carmine Demaio is a financial advisor at TD Private Client Wealth LLC with a Series 66 license and four years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of finance, he worked at Monmouth University and Rix Pool & Spa. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and custodians like Pershing.

Nathan Theroux is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has six years of industry experience and has worked at firms including LPL Financial LLC and Equitable Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Richard Andrade is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at TD Bank N.A., Huntington Bank, BB&T, and Citizens Bank, as well as experience with Aceti's Wine & Spirits. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custodial services.

Edward Donohue is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2010, including his current role at TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody through third-party custodians.

Kaitlyn Stathopoulos is a financial advisor at TD Private Client Wealth LLC with 5 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth LLC since 2020. Prior to this, she has worked at TD Bank N.A. since 2007. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a mix of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Russell Truesdale is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63, Series 65, and Series 66 licenses. He has nine years of industry experience, including prior roles at PNC Bank and PNC Investments. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of affiliated and third-party sub-managers and emphasizes percentage-of-AUM wrap fees alongside strategic and tactical asset allocation.

John Trotta is a CFP® professional with 10 years of industry experience, currently advising at TD Private Client Wealth LLC in New York, NY. He has worked at TD Bank N.A. and TD Private Client Wealth LLC throughout his career. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Paul Soto Mendoza is a financial advisor with TD Private Client Wealth LLC in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked previously with firms including Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, he is the owner of a steel and metal subcontracting business, Mondragon Group, managed primarily by his family. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management with both affiliated and third-party investment managers. The firm delivers a range of financial planning and custody services through technology platforms like Envestnet and custodians such as Pershing.

Osman Cardona Rosales is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at TD Bank N.A. since 2015, transitioning to his current role in 2022. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients, utilizing a combination of affiliated and third‑party sub‑managers through strategic and tactical asset allocation.

Oliver Evan is a financial advisor with TD Private Client Wealth LLC in Philadelphia, PA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His career includes roles at Wells Fargo Clearing, PNC Investments LLC, and TD Bank N.A. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

William Heines is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera, CCR Wealth Management, and Gwfs Equities. Heines also serves as a retirement consultant at CCR Wealth Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Jeffery Pooler is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and JPMorgan Chase Bank, N.A. before joining TD in 2026. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm combines strategic and tactical asset allocation using portfolios managed by both affiliated and third-party sub-managers, supported by financial planning and custody services.

Dharshan Premaratne is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank since 2020, following eight years at TD Bank from 2012 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Joel Boissiere is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Bank of America, Merrill, Citizens Securities, and multiple financial services firms. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, financial planning support, and custody through third-party custodians.

Christopher Wolt is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth LLC since 2012, having worked at TD Bank, N.A. since 2010. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm’s investment approach combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by an advisory technology platform and third-party custodians.