Fabiana Coelho
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
3 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
11 years in the industry.
- TD Private Client Wealth LLCFeb 2026 to now
- TD Bank N.A.Feb 2026 to now
- UnemployedJun 2025 to Jan 2026
- J.P. Morgan Securities LLCSep 2024 to Apr 2025
- JPMorgan Chase Bank, N.A.Sep 2024 to Apr 2025
- UnemployedAug 2024 to Aug 2024
- Citizens Securities Inc.,Jan 2024 to Jul 2024
- Premia Global AdvisorsAug 2023 to Dec 2023
- UnemployedMar 2023 to Jul 2023
- BNY MellonAug 2022 to Feb 2023
- UnemployedApr 2022 to Jul 2022
- Bank of America Merrill LynchOct 2020 to Mar 2022
- Bank of America Merrill LynchAug 2017 to Sep 2020
- UnemployedJul 2017 to Jul 2017
- Trade the NewsMar 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CT, NJ, 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
- 7089303
- Firm CRD
- 164484