Suzanne Mckenna Moran
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
25 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
10 years in the industry.
- TD Bank N.A.Oct 2016 to now
- TD Private Client Wealth LLCOct 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 25 states (AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OR, PA, RI, 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
- 2516637
- Firm CRD
- 164484