Jan carlo Landi
Investment adviser representative at TD Private Client Wealth LLC
10 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
10 years in the industry.
- TD Bank N.A.Sep 2026 to now
- TD Private Client Wealth LLCSep 2026 to now
- Bank of America, N.A.Aug 2024 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to Sep 2026
- PNC Investments LLCApr 2023 to Jul 2024
- Citigroup Global Markets IncAug 2022 to Mar 2023
- Bank of America, N.A.Jan 2020 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Aug 2022
- Current Investments IncOct 2018 to Nov 2019
- UnemployedAug 2018 to Oct 2018
- Edward JonesJun 2017 to Jul 2018
- Morgan Stanley Smith Barney LLCApr 2016 to May 2017
- Morgan Stanley Private Bank, N.A.Apr 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 5 states (CO, FL, NJ, NY, OH).
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
- 5727964
- Firm CRD
- 164484