Travis Max Reiner
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
1 stateRegistered 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 LLCMar 2026 to now
- TD Bank N.A.Mar 2026 to now
- Cion InvestmentsFeb 2025 to Mar 2026
- CitigroupNov 2022 to Feb 2025
- J.P. Morgan Securities LLCJun 2021 to Oct 2022
- JPMorgan Chase Bank, N.A.Jun 2021 to Oct 2022
- UnemployedMay 2021 to May 2021
- Forest Hills Financial GroupOct 2020 to Apr 2021
- Guardian Life Insurance Company of AmericaOct 2020 to Apr 2021
- Park Avenue Securities LLCOct 2020 to Apr 2021
- UnemployedMay 2020 to Sep 2020
- Bank of AmericaJun 2017 to Aug 2017
- University of PittsburghAug 2016 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 6819422
- Firm CRD
- 164484