John Paul Orlikowski
Investment adviser representative at TD Private Client Wealth LLC
12 yearsExperience
6 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
12 years in the industry.
- TD Private Client Wealth LLCJan 2024 to now
- TD Bank N.A.Jan 2024 to now
- Bank of America, N.A.Jun 2023 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to Dec 2023
- Morgan StanleyMar 2023 to May 2023
- E*trade Capital Management LLCJul 2022 to May 2023
- E*trade Securities LLCSep 2020 to May 2023
- Equitable Advisors, LLCJun 2019 to Sep 2020
- AXA Advisors, LLCJun 2019 to Jun 2020
- UnemployedSep 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 6 states (FL, NJ, NY, OH, 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
- 7124487
- Firm CRD
- 164484