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Cristina Delsol

Investment adviser representative at TD Private Client Wealth LLC
32 yearsExperience
5 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

32 years in the industry.

  1. TD Bank N.A.Jan 2024 to now
  2. TD Private Client Wealth LLCJan 2024 to now
  3. UnemployedSep 2023 to Jan 2024
  4. Fidelity Investments LLCAug 2022 to Aug 2023
  5. Nylife Securities LLCOct 2018 to Aug 2022
  6. New York Life Insurance CoJul 2018 to Aug 2022
  7. UnemployedAug 2017 to Jul 2018
  8. Acf International Inc.Aug 1994 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 5 states (FL, IL, MA, PA, TX).

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
2651328
Firm CRD
164484
Advisor's SEC record (opens in a new tab)
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