Paulson Edum
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
8 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Paulson Edum? Claim your profile
Contact this firm
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.Sep 2026 to now
- TD Private Client Wealth LLCSep 2026 to now
- Cetera Advisors LLCJan 2025 to Sep 2026
- Cetera Investment Advisers LLCJan 2025 to Sep 2026
- Globe Wealth ManagementJan 2025 to Sep 2026
- Equity Services IncNov 2023 to Jan 2025
- National Life GroupNov 2023 to Jan 2025
- N/aAug 2023 to Nov 2023
- Fidelity InvestmentsNov 2020 to Aug 2023
- Fidelity Brokerage Services LLCOct 2019 to Oct 2020
- Fidelity InvestmentsMar 2018 to Oct 2019
- Fidelity Brokerage Services LLCJan 2017 to Mar 2018
- Fidelity InvestmentsJan 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 8 states (CT, FL, ME, NH, NJ, NY, RI, VT).
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
- 6723738
- Firm CRD
- 164484