Anand Thakkar
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
4 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 LLCFeb 2026 to now
- TD Bank N.A.Feb 2026 to now
- Bank of America, N.A.Aug 2025 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to Jan 2026
- J.P. Morgan Securities LLCMay 2024 to Apr 2025
- JPMorgan Chase Bank, N.A.May 2024 to Apr 2025
- Keller Williams Valley RealtyMar 2019 to Oct 2024
- UnemployedMay 2017 to Feb 2019
- TD BankJun 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (CT, 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
- 6291467
- Firm CRD
- 164484