Alfredo Torres
Investment adviser representative at TD Private Client Wealth LLC
13 yearsExperience
4 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 Private Client Wealth LLCDec 2025 to now
- TD Bank N.A.Dec 2025 to now
- Regulus Financial Group LLCAug 2023 to Jan 2025
- Pruco Securities LLCMar 2023 to Aug 2023
- A and P Brokerage Services IncOct 2022 to Dec 2025
- Adp Inc.Aug 2019 to Oct 2022
- Astoria Bank/ Sterling National Bank/ Webster BankAug 2013 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
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
- 4614240
- Firm CRD
- 164484