Nancy Vandergoot
Investment adviser representative at TD Private Client Wealth LLC
15 yearsExperience
3 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
15 years in the industry.
- TD Private Client Wealth LLCFeb 2026 to now
- TD Bank N.A.Feb 2026 to now
- NoneOct 2025 to Feb 2026
- TIAASep 2021 to Oct 2025
- TIAA-CREF Individual & Institutional Services, LLCSep 2021 to Oct 2025
- JP Morgan Chase Bank, N.A.Sep 2018 to Aug 2021
- JP Morgan Securities, LLCSep 2018 to Aug 2021
- Bank of America, N.A.Apr 2011 to Aug 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
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
- 4125520
- Firm CRD
- 164484