Shannon Burgess
Investment adviser representative at TD Private Client Wealth LLC
12 yearsExperience
33 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
12 years in the industry.
- TD Bank N.A.Jun 2022 to now
- TD Private Client Wealth LLCJun 2022 to now
- UnemployedJan 2022 to May 2022
- Madison Avenue Securities, LLCMar 2021 to Dec 2021
- Guardian Life Insurance CompanySep 2019 to Mar 2021
- Park Avenue SecuritiesSep 2019 to Mar 2021
- Merrill Lynch, Pierce Fenner & SmithFeb 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 33 states (AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA, WI).
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
- 5519283
- Firm CRD
- 164484