Douglas Keith Woodward
Investment adviser representative at TD Private Client Wealth LLC
17 yearsExperience
12 statesRegistered in
CFP® certificationDesignation
$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
17 years in the industry.
- TD Private Client Wealth LLCFeb 2017 to now
- TD Bank, N.A.Feb 2017 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 12 states (DC, DE, FL, IA, IL, MA, MD, NC, PA, SC, TX, 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
- 3018072
- Firm CRD
- 164484