Anthony Slovick
Investment adviser representative at TD Private Client Wealth LLC
19 yearsExperience
20 statesRegistered in
CFADesignation
$8.6BFirm assets
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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
19 years in the industry.
- TD Private Client Wealth LLCMar 2023 to now
- TD Bank N.A.Mar 2023 to now
- Bank of America N.A.Apr 2020 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Mar 2023
- Hancock Whitney BankJun 2007 to Jan 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 20 states (CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, 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
- 2917747
- Firm CRD
- 164484