Brian Thomas White
Investment adviser representative at TD Private Client Wealth LLC
13 yearsExperience
1 stateRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Brian Thomas White? Claim your profile
Contact this firm
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
13 years in the industry.
- TD Private Client Wealth LLCApr 2026 to now
- TD Bank N.A.Apr 2026 to now
- Gwn Securities IncFeb 2026 to Mar 2026
- J.W. Cole Advisors, Inc.Feb 2026 to Feb 2026
- J.W. Cole Financial, Inc.Feb 2026 to Feb 2026
- UnemployedDec 2024 to Feb 2026
- United PlannersMar 2023 to Dec 2024
- Cetera Financial Specialists LLCJan 2016 to Dec 2022
- Girard Securities, Inc.Jan 2016 to Dec 2022
- First Allied Securities, Inc.Jan 2016 to Sep 2022
- Summit Brokerage Services, Inc.Jan 2016 to Dec 2019
- Legend Equities CorporationJan 2016 to Dec 2016
- Investors Capital Corp.Jan 2016 to Nov 2016
- Vsr Financial Services, Inc.Jan 2016 to Nov 2016
- Cetera Advisor Networks LLCJan 2013 to Dec 2022
- Cetera Advisors LLCJan 2013 to Dec 2022
- Cetera Investment Services LLCJan 2013 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 2759891
- Firm CRD
- 164484