Duncan Parsley
Investment adviser representative at TD Private Client Wealth LLC
13 yearsExperience
24 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
13 years in the industry.
- TD Bank N.A.AApr 2024 to now
- TD Private Client Wealth LLCApr 2023 to now
- JPMorgan Securities LLCApr 2013 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 24 states (CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, ME, MO, MT, NC, NH, NJ, NY, OH, 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
- 3250340
- Firm CRD
- 164484