Dylan Berube
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
5 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 LLCMay 2023 to now
- TD Bank N.A.May 2023 to now
- Citizens Securities, Inc.Feb 2021 to May 2023
- Citizens Securities Inc.Sep 2019 to Dec 2020
- Citizens Bank N.A.Aug 2019 to Dec 2020
- United Consumer FinanceAug 2017 to Aug 2019
- UnemployedMay 2017 to Aug 2019
- Bridgewater State UniversitySep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 5 states (CT, FL, MA, NY, RI).
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
- 7174886
- Firm CRD
- 164484