Matthew Thomas Prifti
Investment adviser representative at TD Private Client Wealth LLC
12 yearsExperience
24 statesRegistered in
ChFC®Designation
$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
12 years in the industry.
- TD Private Client Wealth LLCJun 2014 to now
- TD Bank NAJun 2014 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 24 states (AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MT, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TX, UT, 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
- 3043705
- Firm CRD
- 164484