Ruairi Oneill
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
5 statesRegistered in
ChFC®Designation
$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 LLCJun 2023 to now
- TD Bank N.A.Jun 2023 to now
- UnemployedNov 2022 to Jun 2023
- Tapfin/eyOct 2018 to Nov 2022
- UnemployedApr 2018 to Oct 2018
- AmeripriseJan 2018 to Mar 2018
- UnemployedOct 2017 to Jan 2018
- Excel Gens/nasdaq Dorsey WrightSep 2016 to Sep 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, 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
- 5163083
- Firm CRD
- 164484