Joshua Winkler
Investment adviser representative at TD Private Client Wealth LLC
6 yearsExperience
7 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Joshua Winkler? 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
6 years in the industry.
- TD Private Client Wealth LLCMar 2022 to now
- TD Bank N.A.Mar 2022 to now
- Citizens Bank, N.ANov 2018 to Mar 2022
- Citizens Securities Inc.Nov 2018 to Mar 2022
- UnemployedAug 2018 to Nov 2018
- PNC InvestmentsJul 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 7 states (FL, MA, ME, NC, NH, SC, 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
- 4446253
- Firm CRD
- 164484