Michele Wolfe
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
5 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
11 years in the industry.
- TD Private Client Wealth LLCFeb 2026 to now
- TD Bank N.A.Feb 2026 to now
- Morgan StanleyNov 2024 to Jan 2026
- Pruco Securities, LLCJan 2024 to Jun 2024
- The Prudential Insurance Company of AmericaJan 2024 to Jun 2024
- Lmi -formerly Alpha Insurance GroupAug 2023 to Nov 2024
- Empower Financial Services, IncFeb 2023 to Oct 2023
- Bankers Life Securities, IncJan 2021 to Jan 2023
- Bankers Life & Casualty, IncDec 2020 to Jan 2023
- Bankers Life Advisory ServicesDec 2020 to Jan 2023
- Fidelity Personal and Workplace AdvisorsJul 2018 to Dec 2020
- Fidelity Brokerage Services LLCFeb 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 5 states (FL, NH, 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
- 5482402
- Firm CRD
- 164484