Kathlene Donahue
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
8 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 Private Client Wealth LLCSep 2022 to now
- TD Bank N.A.Sep 2022 to now
- Edward JonesJan 2018 to Sep 2022
- UnemployedSep 2017 to Jan 2018
- Veterans Inc.Jun 2017 to Aug 2017
- Classic Envelope, Inc.Jan 2017 to May 2017
- UnemployedJul 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 8 states (CA, CO, CT, FL, MA, ME, SC, UT).
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
- 6898972
- Firm CRD
- 164484