Lucas Legler
Investment adviser representative at TD Private Client Wealth LLC
14 yearsExperience
31 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.
- TD Private Client Wealth LLCMay 2023 to now
- TD Bank N.A.May 2023 to now
- LPL FinancialMay 2022 to May 2023
- Florida Financial AdvisorsDec 2021 to May 2022
- Unemployed/studyingJul 2021 to Dec 2021
- Fisher InvestmentsJul 2019 to Jul 2021
- Bank of America, N.A.Dec 2017 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2012 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 31 states (AK, AZ, CA, CO, CT, DE, FL, HI, IL, KS, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA, 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
- 6696726
- Firm CRD
- 164484