Robert Begun
Investment adviser representative at TD Private Client Wealth LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- TD Private Client Wealth LLCNov 2025 to now
- TD Bank N.A.Nov 2025 to now
- Pruco Securities, LLC.Mar 2018 to Aug 2025
- Prudential Insurance Company of AmericaMar 2018 to Aug 2025
- UnemployedSep 2017 to Mar 2018
- MML Investors Services, LLCMar 2017 to Sep 2017
- Metlife InvestorsSep 2005 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4436053
- Firm CRD
- 164484