Rossana P Ionescu
Investment adviser representative at TD Private Client Wealth LLC
16 yearsExperience
9 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Rossana P Ionescu? Claim your profile
Contact this firm
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
16 years in the industry.
- TD Bank N.A.Apr 2019 to now
- TD Private Client Wealth LLCApr 2019 to now
- Lord Capital LLCApr 2018 to Apr 2019
- TD Bank N.A.Aug 2010 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 9 states (CT, FL, NC, NJ, NY, PA, SC, TX, WA).
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
- 3225118
- Firm CRD
- 164484