Paul Joseph Dilouie
Investment adviser representative at TD Private Client Wealth LLC
14 yearsExperience
18 statesRegistered in
CFP® certification, CFADesignations
$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
14 years in the industry.
- TD Private Client Wealth LLCSep 2018 to now
- Private Client Wealth LLCJun 2018 to now
- TD Bank N.A.Jun 2018 to now
- PNC FinancialMay 2012 to Apr 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 18 states (AZ, CA, CO, CT, DE, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, RI, 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
- 5389792
- Firm CRD
- 164484