Amanda Virella
Investment adviser representative at TD Private Client Wealth LLC
14 yearsExperience
15 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
14 years in the industry.
- TD Bank N.A.Nov 2022 to now
- TD Private Client Wealth LLCNov 2022 to now
- PNC Private BankOct 2021 to Nov 2022
- UnemployedFeb 2021 to Oct 2021
- Ultra ChemicalSep 2020 to Feb 2021
- UnemployedMar 2020 to Sep 2020
- Alliance Pest ServicesMay 2019 to Mar 2020
- UnemployedJul 2018 to May 2019
- Oppenheimer and Co. Inc.Dec 2012 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 15 states (CA, CO, CT, DC, DE, MA, ME, NC, NJ, NY, PA, SC, TX, WA, WY).
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
- 5800131
- Firm CRD
- 164484