Gretchen Elizabeth Gordon
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
5 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
10 years in the industry.
- TD Bank N.A.Sep 2023 to now
- TD Private Client Wealth LLCSep 2023 to now
- UnemployedApr 2023 to Sep 2023
- Ally Invest Securities LLCAug 2021 to Apr 2023
- UnemployedFeb 2020 to Aug 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2020
- Morgan StanleyJul 2013 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 5 states (CT, FL, NJ, NY, SC).
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
- 4501034
- Firm CRD
- 164484