Summer Matthews
Investment adviser representative at TD Private Client Wealth LLC
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$8.6BFirm assets
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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 Private Client Wealth LLCAug 2025 to now
- TD Bank N.A.Aug 2025 to now
- Raymond James Financial Services Advisors, Inc.Mar 2025 to Jul 2025
- Boynton Financial Group, Inc.Oct 2024 to Jul 2025
- Raymond James Financial Services, Inc.Oct 2024 to Jul 2025
- PNC BankSep 2013 to Oct 2024
- PNC Investments LLCSep 2013 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, NJ, NY).
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
- 5951774
- Firm CRD
- 164484