Aaron Case
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- TD Private Client Wealth LLCApr 2022 to now
- TD Bank N.A.Apr 2022 to now
- Domestiks Cleaning ServiceNov 2016 to now
- LPL Financial, LLCMay 2016 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 4949372
- Firm CRD
- 164484