Metehan Erim
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
15 statesRegistered in
ChFC®, CFP® certificationDesignations
$8.6BFirm assets
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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
11 years in the industry.
- TD Private Client Wealth LLCMay 2022 to now
- TD Bank N.A.May 2022 to now
- LPL Financial LLCJun 2021 to May 2022
- M&t Securities, Inc.Apr 2017 to Jun 2021
- Various Insurance Carriers for W&r Insurance AgenciesAug 2015 to Apr 2017
- Waddell & Reed, IncAug 2015 to Apr 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 15 states (CA, CT, DE, FL, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, UT).
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
- 4823050
- Firm CRD
- 164484