Eric Maiuri
Investment adviser representative at TD Private Client Wealth LLC
16 yearsExperience
20 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Eric Maiuri? 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
16 years in the industry.
- TD Private Client Wealth LLCMar 2026 to now
- Citizens Securities, IncSep 2024 to Mar 2026
- Morgan Stanley Private Bank, N.A.Jun 2010 to Sep 2024
- Morgan Stanley Smith Barney LLCJun 2010 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 20 states (CA, CO, CT, DE, FL, MA, ME, NC, NH, NJ, NM, NV, NY, OH, RI, SC, TX, VA, VT, WI).
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
- 4689852
- Firm CRD
- 164484