Vito Petriello
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
7 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 Private Client Wealth LLCJan 2023 to now
- TD Bank N.A.Jan 2023 to now
- Allstate Insurance CoMay 2020 to Jan 2023
- AXA Advisors, LLCMay 2019 to May 2020
- Allstate Financial AdvisorsNov 2017 to Apr 2019
- Allstate Financial ServicesNov 2017 to Apr 2019
- Allstate Insurance CoNov 2017 to Apr 2019
- Hd Vest Advisory ServicesSep 2017 to Dec 2017
- Hd Vest Insurance Agency, Inc.Sep 2017 to Dec 2017
- Hd Vest Investment ServicesSep 2017 to Dec 2017
- MML Investors ServicesSep 2016 to Jun 2017
- Mass Mutual Life Insurance CompanyJun 2016 to Jun 2017
- UnemployedJan 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 7 states (CT, GA, NC, NJ, NY, SC, VA).
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
- 2756507
- Firm CRD
- 164484