Glen Thomas Flanaghan
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
14 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
11 years in the industry.
- TD Private Client Wealth LLCDec 2024 to now
- TD Bank N.A.Dec 2024 to now
- Fisher InvestmentsApr 2024 to Dec 2024
- Charles Schwab Bank, SsbJul 2022 to Mar 2024
- Charles Schwab and Co., Inc.Jan 2022 to Mar 2024
- TD Ameritrade Investment Management, LLCJan 2013 to Dec 2022
- TD Ameritrade, Inc.Jan 2013 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 14 states (CA, CT, FL, GA, MA, MD, NC, NH, NM, NY, SC, TX, VA, VT).
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
- 2187493
- Firm CRD
- 164484