Christopher Walker is a financial advisor with TD Private Client Wealth LLC in Melville, NY. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, and Wealth Advisory Group. 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 strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Mante Osei is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, Wells Fargo, Santander Securities, and Astoria Bank. 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 employs strategic and tactical asset allocation through its TD Managed Portfolios and related investment products, utilizing both affiliated and third-party sub-managers.

Nicholas Ramsoondar is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Aegis Capital Corp. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a blend of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Vanness Liu is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and entering his first year in the industry. His background includes multiple roles at TD Bank since 2023 and positions outside finance, such as work with the City Ice Pavilion and World Ice Arena. He also has experience in educational settings, having been involved with Baruch College and Francis Lewis High School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth clients. The firm employs a range of portfolio management strategies combining affiliated and third-party sub-managers, with a focus on percentage-of-assets-under-management fee structures.

Nicholas Pepitone is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His career includes roles at TD Bank N.A. since 2019 and TD Private Client Wealth LLC starting in 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Stephen Bornet is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at TD Ameritrade, E*TRADE Capital Management, Morgan Stanley, and TD Bank. Outside of finance, he is the lead guitar and background vocalist for a rock cover band called Minor Issues. 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 utilizes a combination of strategic and tactical asset allocation through both affiliated and third-party managers, offering portfolio management, financial planning, and custody services.

Kathleen Lumetta is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses. Her work history includes roles at TD Bank N.A., PFS Investments Inc., Primerica Financial Services, Schooley Mitchell of Roslyn, Natwest Group, and HSBC. Lumetta was previously the owner of Marylebone Road LLC, a cost consulting business. 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 through third-party custodians. The firm uses a mix of affiliated and third-party sub-managers and offers a cross-border Private Investment Advisor model.

Christian Kilian is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank N.A., Equitable Advisors, LLC, and Harold Levinson Associates. 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 support, and custody services through a combination of affiliated and third-party managers.

Gustavo Treminio is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and possessing five years of industry experience. His work history includes multiple roles at TD Bank N.A. and TD Private Client Wealth LLC, as well as positions at Webster Investments and LPL Financial. 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 customers. The firm offers portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Yomarie Letriz Ruiz is a financial advisor with TD Private Client Wealth LLC, holding a Series 65 credential and five years of industry experience. Her work history includes multiple roles within TD Bank N.A. and TD Private Client Wealth LLC since 2016, along with a brief period outside the financial sector at The Sugar Factory American Brasserie. 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 uses a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers to construct portfolios, offering ongoing management, financial planning, and custodial services through established technology and custodial platforms.

Joseph Canevari is a Series 66 credentialed financial advisor with 12 years of industry experience. He is affiliated with TD Private Client Wealth LLC and has worked there since 2015, including a concurrent role at TD Bank N.A. since 2015. 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, access to various investment products, financial planning, and custody through third-party custodians. The firm utilizes strategic and tactical asset allocation with both affiliated and third-party sub-managers and operates a cross-border Private Investment Advisor model.

Hakan Uludag is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. 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, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investment managers.

Caleb Pointdujour is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and two years of industry experience. He previously worked at Equitable Advisors, LLC and Northwestern Mutual Life Insurance Company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, combining strategic and tactical asset allocation through affiliated and third-party sub-managers.

Roodmy Cesar is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Bank of America, Merrill, Equity Services, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. 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, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Jeffrey Dazzo is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Cetera, CUNA Brokerage Services, and CUNA Mutual Group. Outside of his advisory career, he was involved with Tutto Fresca, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

Omor Elahi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. He has been affiliated with TD Bank since 2005. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing portfolio management, financial planning support, and access to various investment products through a combination of affiliated and third-party managers.

Thomas Lieuw is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and Paramount Group. Outside of his advisory work, he sells collectible trading cards through Quicksell TCG on a limited basis. 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 with investments from affiliated and third-party sub-managers, delivering portfolio management and financial planning through a technology platform supported by Envestnet and Pershing.

Cody Tarver is a financial advisor with TD Private Client Wealth LLC in Melville, NY, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked within various branches of TD Bank and TD Private Client Wealth LLC 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 employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through a technology platform provided by Envestnet.

Gavin Jeffers is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Valic Financial Advisors and TD Bank N.A. He is also 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 private clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Alfredo Torres is a financial advisor with TD Private Client Wealth LLC, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes roles at TD Bank N.A., Regulus Financial Group LLC, Pruco Securities LLC, A and P Brokerage Services Inc, ADP Inc., and several regional banks. 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, offering portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation.

Frank Borges Espindola is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation. He has been in the industry for one year, currently working at TD Private Client Wealth LLC and TD Bank N.A. Prior to this, he worked at Equitable Advisors and spent over a decade at Globo Television. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers financial planning, custody, and reporting services.

Gretchen Gordon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Ally Invest Securities LLC. Outside of her advisory role, she serves on the Board of Directors for the New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party managers using a technology platform by Envestnet and custody through Pershing.