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Dominic M

Series 63, Series 65

New York, NY

TD private Client Wealth LLC

Dominic Milito is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TD Private Client Wealth LLC since 2016. 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 (US) clients, combining strategic and tactical asset allocation through portfolios that include affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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John N

Series 63, Series 65

Princeton, NJ

TD private Client Wealth LLC

John Noto 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 held positions at TD Bank N.A., PRUCO Securities LLC, The Prudential Insurance Company of America, Noto Insurance Advisors LLC, and Allstate Insurance Company. Outside of his advisory role, he is the owner of a non-investment-related business. 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 clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Caren C

Series 66

New York, NY

TD private Client Wealth LLC

Caren Chabora is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding a Series 66 designation and bringing 10 years of industry experience. Her work history includes roles at TD Bank N.A., Wilmington Trust, NA, and Wells Fargo Clearing Services. 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, offering portfolio management, financial planning support, and custody services through a mix of affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Jordan A

Series 63, Series 66

New York, NY

TD private Client Wealth LLC

Jordan Aylesworth is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Fidelity Investments. 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, offering portfolio management, financial planning, and custody services through a mix of affiliated and third-party investment managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Vanness L

Series 66

New York, NY

TD private Client Wealth LLC

Vanness Liu is a financial advisor with TD Private Client Wealth LLC in New York, NY. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, he worked at TD Bank and has experience in community organizations such as the Chinese-American Planning Council and local ice arenas. 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 clients. The firm combines strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Cyndy T

Series 63, Series 66

Marlton, NJ

TD private Client Wealth LLC

Cyndy Toscano is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with TD Private Client Wealth LLC and 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 investors. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Alexander W

Series 63, Series 66

Bernardsville, NJ

TD private Client Wealth LLC

Alexander Williams Jr. is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, Lincoln Investment, and The Vanguard Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, using a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Dante G

Series 66

Cherry Hill, NJ

TD private Client Wealth LLC

Dante Gazzola is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and two years of industry experience. He has worked at TD Bank N.A. and Equitable Advisors, and has held roles outside finance including positions at Woodcrest Country Club and Sunlight Care, LLC. Dante also spent four years at Wilkes University and Cherry Hill East High School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm constructs portfolios combining strategic and tactical asset allocation, utilizing both affiliated and third-party managers, and offers financial planning support along with custody and reporting services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Willie W

Series 63, Series 65, Series 66

New York, NY

TD private Client Wealth LLC

Willie Wheat is a financial advisor at TD Private Client Wealth LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Charles Schwab & Co., Inc., Morgan Stanley, Bank of America, Merrill, and self-employment. He has been affiliated with TD Private Client Wealth LLC and TD Bank N.A. since 2024 and is based in New York, NY. 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 utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers to construct portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Patrick M

Series 66

Boston, MA

TD private Client Wealth LLC

Patrick Mcguiness is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 license and 12 years of industry experience. His career includes roles at TD Bank N.A., Mutualink Inc., Citizens Bank, Bank of America, Merrill, and Edward Jones. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using strategic and tactical asset allocation with investments from both affiliated and third-party managers, providing ongoing portfolio management and financial planning support.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Randall C

Series 63, Series 65

Greenville, SC

TD private Client Wealth LLC

Randall Coan is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at Charles Schwab and USAA Financial Advisors. Outside of finance, he is involved in several business ventures, including a brewery, remodeling and tile work, and voiceover media. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm blends strategic and tactical asset allocation using both affiliated and third-party managers and offers a range of portfolio management and financial planning services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Kawtar S

Series 66

Boston, MA

TD private Client Wealth LLC

Kawtar Slaoui is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016, serving in various roles within the organization. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Yan L

Series 63, Series 65

New York, NY

TD private Client Wealth LLC

Yan Liu is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining TD Private Client Wealth, Yan worked at HSBC Bank USA, HSBC Securities (USA), and J.P. Morgan Securities. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, employing portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Jacob K

Series 66

Burlington, VT

TD private Client Wealth LLC

Jacob Kamel is a financial advisor at TD Private Client Wealth LLC with Series 66 credentials and no prior industry experience. His work history includes roles outside the financial industry, such as positions at Sugarbush Resort, Helly Hansen, and the University of Vermont. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and employs a cross-border Private Investment Advisor model to serve certain U.S. clients virtually.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Jamie D

Series 66

Boston, MA

TD private Client Wealth LLC

Jamie Degiso is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at various firms including Santander Securities, LLC, Santander Bank, NA, Cetera Advisors LLC, and Investors Capital Corporation. His current role began in 2025 at TD Bank N.A. and TD Private Client Wealth LLC. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail clients through discretionary wrap-fee managed account programs and brokerage services. The firm constructs portfolios using a blend of strategic and tactical asset allocation with both affiliated and third-party investment sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Victor B

Series 66, Series 63

Manchester, NH

TD private Client Wealth LLC

Victor Batu is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments, Bottomline Technologies, Inc., and Dow Jones-Factiva Inc. before joining TD Private Client Wealth LLC and TD Bank N.A. in 2026. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Justin S

Series 66

Ramsey, NJ

TD private Client Wealth LLC

Justin Spagnuolo is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he had roles outside finance, including working at Erini Restaurant and Franklin Avenue Middle School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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John D

Series 66

Vienna, VA

TD private Client Wealth LLC

John Dequattro is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2013. Outside of his advisory role, he is the lead guitarist in the Don Campbell Band and holds a minority ownership interest in Press Hotel Manager, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional, high-net-worth, and retail clients, offering portfolio management, financial planning, and access to a range of investment products through a combination of affiliated and third-party managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Maher S

Series 66

Vienna, VA

TD private Client Wealth LLC

Maher Shoukr 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 firms including Grove Point Advisors, LLC and H.Beck Inc before joining TD Private Client Wealth LLC. 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 combines strategic and tactical asset allocation using affiliated and third-party sub-managers to construct portfolios and offers financial planning support along with custody and reporting services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Ethan K

Series 65, Series 63

New York, NY

TD private Client Wealth LLC

Ethan Kirk is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Charles Schwab & Co., Inc. Outside of finance, his background includes roles in hospitality and cultural programs. 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 clients. The firm employs a combination of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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