Mark Devine
Investment adviser representative at TD Private Client Wealth LLC
10 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
10 years in the industry.
- TD Private Client Wealth LLCJun 2025 to now
- TD Bank N.A.Jun 2025 to now
- Internal Revenue ServiceJan 2025 to Jun 2025
- UnemployedJun 2024 to Dec 2024
- CitigroupFeb 2022 to May 2024
- LPL Financial, LLCMay 2016 to Feb 2022
- New York Community BankMay 2016 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 5 states (DE, FL, NJ, NY, PA).
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
- 2855000
- Firm CRD
- 164484