Mark-anthony Gibson
Investment adviser representative at TD Private Client Wealth LLC
14 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
14 years in the industry.
- Liberty Resources Home ChoicesAug 2025 to now
- TD Private Client Wealth LLCJun 2023 to now
- TD Bank N.A.Jun 2023 to now
- Bank of America, N.A.Aug 2022 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith Incorporated (crd: 7691)Apr 2022 to Jun 2023
- UnemployedNov 2021 to Apr 2022
- Citizens Bank, N.A.Mar 2021 to Nov 2021
- Citizens Securities, IncMar 2021 to Jul 2021
- Citizens Securities IncMar 2015 to Dec 2020
- Citizens BankSep 2012 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, PA, SC).
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
- 6496015
- Firm CRD
- 164484