Anthony Fornatale
Investment adviser representative at TD Private Client Wealth LLC
15 yearsExperience
3 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
15 years in the industry.
- TD Private Client Wealth LLCJun 2025 to now
- TD Bank N.A.Jun 2025 to now
- Citizens Securities, IncAug 2022 to Jun 2025
- ClarfeldAug 2022 to Jun 2025
- Insight Securities, Inc.Aug 2021 to Aug 2022
- HomemakerApr 2021 to Aug 2021
- Fidelity Brokerage Services LLCMay 2020 to Apr 2021
- Community America Financial Solutions LLCApr 2018 to May 2020
- Raymond James Financial Services Advisors Inc.Jan 2018 to May 2018
- Raymond James Financial Services, Inc.Jan 2018 to May 2018
- United Nations Federal Credit Union AdvisorsDec 2017 to May 2020
- TD Ameritrade, Inc.Jul 2011 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
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
- 4867175
- Firm CRD
- 164484