Brandise Dennis
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
6 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 Bank N.A.Jun 2025 to now
- TD Private Client Wealth LLCJun 2025 to now
- Morgan StanleyDec 2024 to May 2025
- Santander Bank, NAJul 2023 to Oct 2024
- Santander Securities, LLCJul 2023 to Oct 2024
- UnemployedFeb 2023 to Jun 2023
- J.P. Morgan Securities LLCJun 2021 to Feb 2023
- JP Morgan Chase Bank, N.A.Jun 2021 to Feb 2023
- Bank of America, N.A.May 2018 to Jun 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to Jun 2021
- UnemployedApr 2018 to Apr 2018
- Scottrade Investment ManagementJan 2017 to Mar 2018
- ScottradeJun 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 6 states (FL, GA, NJ, NY, OH, TX).
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
- 6551524
- Firm CRD
- 164484