Marilyn Virginia Sullivan
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
21 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 Private Client Wealth LLCMar 2022 to now
- TD Bank N.A.Mar 2022 to now
- Commonwealth Financial NetworkSep 2017 to Mar 2022
- Mountain One Investments GroupSep 2017 to Mar 2022
- Morgan Stanley Private Bank, N.A.May 2016 to Sep 2017
- Morgan Stanley Smith Barney LLCMay 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 21 states (CA, CO, CT, DE, FL, MA, MD, ME, NC, NH, NJ, NM, NV, NY, OH, RI, SC, TX, VA, VT, 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
- 6125111
- Firm CRD
- 164484