Brian Bourdon
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
4 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 LLCDec 2025 to now
- TD Bank N.A.Dec 2025 to now
- Wells Fargo Bank, NAJun 2024 to Sep 2025
- Wells Fargo Clearing Services, LLCJun 2024 to Sep 2025
- UnemployedNov 2023 to Jun 2024
- Truist Advisory Services, Inc.May 2022 to Oct 2023
- Truist Investment Services, Inc.May 2022 to Oct 2023
- Wells Fargo Bank, NAJan 2020 to May 2022
- Wells Fargo Clearing Services, LLCJan 2020 to May 2022
- Eagle Strategies LLCApr 2019 to Nov 2019
- Nylife Securities LLCFeb 2019 to Nov 2019
- Bluepoint Financial, LLCJan 2019 to Dec 2019
- UnemployedNov 2018 to Dec 2018
- Bridgemark Wealth ManagementSep 2018 to Nov 2018
- Extended Travel - NoneMar 2018 to Sep 2018
- Scottrade, Inc.Oct 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 4 states (MD, ME, NJ, 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
- 3074718
- Firm CRD
- 164484