Willie Wheat
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
12 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
11 years in the industry.
- TD Private Client Wealth LLCJun 2024 to now
- TD Bank N.A.Jun 2024 to now
- TD Private Clients Wealth LLCJun 2024 to now
- Cornell UniversityJul 2019 to now
- Charles Schwab & Co., Inc.Jun 2020 to Jan 2024
- Charles Schwab Premier Bank, SsbJun 2020 to Jan 2024
- Bank of America, N.A.Jan 2019 to Dec 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Dec 2019
- Self EmployedNov 2017 to Jan 2019
- Morgan Stanley Private Bank, N.A.Jul 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 12 states (FL, GA, MD, ME, NC, NH, NJ, NV, NY, PA, SC, VA).
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
- 4856037
- Firm CRD
- 164484