Allendale, NJ Office

Caren Chabora is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 10 years of industry experience. She has worked at TD Bank N.A., Wilmington Trust, NA, and Wells Fargo Bank in various roles since 2014. 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 combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

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.

Jenna Rodes is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 11 years of industry experience. She has been with TD Private Client Wealth LLC since 2014 and also has prior experience at TD Bank N.A. 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 through a mix of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Bryant Mathurin is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Citigroup Global Markets, Inc., and Morgan Stanley. 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 uses strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody via third-party custodians.

Victor Cepeda is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior work includes 15 years at Allstate Insurance Co. 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 strategic and tactical asset allocation through various managed portfolios.

Justin Cerritelli is a financial advisor with TD Private Client Wealth LLC, holding Series 66 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, Provident Bank, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing a range of portfolios that combine strategic and tactical asset allocation with affiliated and third-party sub-managers.

Roel Perez is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with TD Bank and its affiliates since 2016. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, employing a mix of strategic and tactical asset allocation through both affiliated and third-party managers.

John Sachariah is a ChFC® credentialed financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. His prior roles include positions at Merrill Lynch and Northwestern Mutual, where he worked from 2011 to 2023 before joining TD Private Client Wealth in 2023. 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 constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party managers, utilizing platforms like Envestnet and custodians such as Pershing.

Enmanuel Perez Mendoza is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at TD Bank N.A. and positions in collegiate athletics and a retail business. 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 combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Robert Falk is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, Bank of America, and Merrill. 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 with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Ruairi Oneill is a ChFC®-designated financial advisor with 12 years of industry experience, currently with TD Private Client Wealth LLC. His prior experience includes roles at Tapfin/EY and Ameriprise. He is based in Ramsey, NJ. 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 constructs portfolios using a combination of strategic and tactical asset allocation and employs both affiliated and third-party sub-managers.

Gawain Mckenzie is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities. He currently operates out of Ramsey, NJ. 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 through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Kristjan Sokoli is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. His prior work includes roles at Ameriprise, J.P. Morgan Securities LLC, and Bank of America, as well as positions in professional sports organizations such as the New York Giants and New Orleans Saints. Outside of finance, he owns a transportation 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. The firm employs a mix of strategic and tactical asset allocation through various managed portfolios and utilizes both affiliated and third-party sub-managers.

Joshua Comune is a financial advisor with TD Private Client Wealth LLC and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at DAI Securities LLC and Prosperity - An EisnerAmper Company. He also worked at Rutgers Business School from 2020 to 2024 and previously operated Comune Chiropractic Center. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Renzo Bautista is a financial advisor at TD Private Client Wealth LLC with Series 66 and Series 63 credentials and five years of industry experience. His work history includes roles at J.P. Morgan Securities LLC, Merrill, and Bank of America. Bautista also has an ongoing affiliation with Wilmington University. 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. The firm constructs portfolios using strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers financial planning support and custody through third-party custodians.