Daniel Lord
Investment adviser representative at TD Private Client Wealth LLC
19 yearsExperience
5 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Daniel Lord? Claim your profile
Contact this firm
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
19 years in the industry.
- TD Private Client Wealth LLCJan 2022 to now
- TD Bank N.A.Aug 2017 to now
- Fidelity InvestmentsDec 2007 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 5 states (CT, MA, ME, NH, VT).
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
- 5467897
- Firm CRD
- 164484