Marc X Connolly
Investment adviser representative at TD Private Client Wealth LLC
8 yearsExperience
2 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
8 years in the industry.
- TD Bank N.A.Oct 2024 to now
- TD Private Client Wealth LLCOct 2024 to now
- UnemployedMay 2024 to Oct 2024
- RBC Capital Markets, LLCMay 2024 to May 2024
- UnemployedFeb 2024 to Apr 2024
- Charles Schwab and Co., Inc.Dec 2022 to Jan 2024
- TD AmeritradeMay 2016 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 2488059
- Firm CRD
- 164484