Justin Delaney
Investment adviser representative at TD Private Client Wealth LLC
14 yearsExperience
9 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 Private Client Wealth LLCApr 2021 to now
- TD Bank N.A.Jan 2020 to now
- UnemployedOct 2019 to Jan 2020
- Citizens Securities, IncFeb 2017 to Oct 2019
- Citizens BankJan 2017 to Oct 2019
- Infinex Investments, Inc.Apr 2012 to Feb 2017
- Winchester Savings BankApr 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 9 states (CT, FL, MA, ME, NC, NH, NY, OH, RI).
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
- 6057231
- Firm CRD
- 164484