Mark Joseph Katelhon
Investment adviser representative at TD Private Client Wealth LLC
20 yearsExperience
3 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- TD Private Client Wealth LLCJun 2026 to now
- TD Bank N.A.Jun 2026 to now
- LPL FinancialSep 2024 to Jun 2026
- Lincoln Financial Securities CorporationOct 2017 to Sep 2024
- Delaware Valley Advisors, LLCJul 2006 to Oct 2017
- Minnesota Life Insurance CoJul 2006 to Oct 2017
- Securian Financial Services, IncJul 2006 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, PA).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1625474
- Firm CRD
- 164484