Wilmington, NC Office
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TD private Client Wealth LLC
Enterprise
Firm-wide stats for TD private Client Wealth LLC
About
TD Private Client Wealth LLC (TDPCW) offers discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth private clients (including a Private Client Group and a Private Investment Advisor channel) and retail TDIS (US) clients. Services available through its managed account programs include ongoing portfolio management, access to mutual funds, ETFs and separately managed accounts, financial planning support, and custody and reporting via third‑party custodians.
TDPCW constructs portfolios using its TD Managed Portfolios, TD Guided Portfolios and TD Premier Guided Portfolios, which combine strategic and tactical asset allocation with investments from both affiliated and third‑party sub‑managers; Envestnet provides the advisory/technology platform and Pershing serves as primary custodian. Clients complete discovery and risk‑tolerance questionnaires (institutional clients may document an IPS) and grant TDPCW discretionary trading authority; cash balances in managed accounts are typically swept into an affiliated bank deposit sweep product and are included in wrap fee billing.
Noteworthy differences from many peers include TDPCW’s reliance on percentage‑of‑AUM wrap fees without offering fixed‑fee arrangements, its systematic use of affiliated managers and products (including arrangements with Epoch and TD Asset Management), and a cross‑border Private Investment Advisor model where TD Waterhouse Canada advisors serve certain U.S. clients virtually. The firm’s public disclosures also describe recent regulatory actions and supervisory deficiencies (including FINRA and SEC matters related to electronic communications and reporting), which the firm identifies as factors it addresses in its conflict‑management and oversight policies.
Based on TD private Client Wealth LLC
Expertise
Based on TD private Client Wealth LLC
Location
802 South College Road
Wilmington NC 28403
Advisors at this office
3
Advisors at this office
Stephen S
Series 63, Series 65
Wilmington, NC
TD private Client Wealth LLC
Stephen Schillreff is a financial advisor with TD Private Client Wealth LLC in Wilmington, NC, holding Series 63 and Series 65 licenses and with three years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. 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 TDIS clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers.
Meco W
ChFC®, Series 63, Series 66
Wilmington, NC
TD private Client Wealth LLC
Meco Womack is a financial advisor at TD Private Client Wealth LLC with 26 years of industry experience. He holds the ChFC® designation alongside Series 63 and Series 66 licenses. His previous roles include positions at Wells Fargo Securities LLC, LPL Financial, and Cornerstone Wealth. TD Private Client Wealth LLC serves institutional and high-net-worth clients through discretionary wrap-fee managed accounts and brokerage services, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.
William S
Series 63, Series 66, Series 65
Wilmington, NC
TD private Client Wealth LLC
William Sessoms III is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 credentials and possessing 25 years of industry experience. He has worked with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. Outside of his advisory role, Sessoms serves as treasurer for the Cape Fear chapter of Southern Off Road Bicycle Association (SORBA). 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 uses a combination of affiliated and third-party sub-managers and employs a discretionary trading model that incorporates strategic and tactical asset allocation.
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