Bryant Mathurin
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
3 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 LLCJul 2025 to now
- TD Bank N.A.Jul 2025 to now
- LPL Enterprise, LLCNov 2024 to Jul 2025
- The Prudential Insurance Co. of AmericaOct 2023 to Jul 2025
- Pruco Securities, LLCOct 2023 to Nov 2024
- UnemployedAug 2022 to Oct 2023
- TIAAAug 2021 to Aug 2022
- TIAA-CREF Individual & Institutional Services, LLCAug 2021 to Aug 2022
- Citigroup Global Markets, Inc.Aug 2018 to Aug 2021
- Wells Fargo Clearing Services LLCJun 2017 to Aug 2018
- UnemployedMar 2017 to May 2017
- Morgan StanleyJun 2016 to Feb 2017
- Morgan Stanley Private Bank, N.A.Jun 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (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
- 6434602
- Firm CRD
- 164484