Julio Macario
Investment adviser representative at TD Private Client Wealth LLC
13 yearsExperience
3 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Julio Macario? 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
13 years in the industry.
- UberJul 2026 to now
- TD Private Client Wealth LLCMar 2022 to now
- TD Bank N.A.Mar 2022 to now
- J.P. Morgan Securites LLCJun 2018 to Feb 2022
- JPMorgan Chase Bank, N.A.Jun 2018 to Feb 2022
- AXA Advisors, LLCFeb 2018 to Jun 2018
- UnemployedJun 2017 to Jan 2018
- Bethpage Federal Credit UnionMay 2016 to Apr 2017
- Hofstra UniversitySep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, SC).
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
- 6906285
- Firm CRD
- 164484