Michael Berkowitz
Investment adviser representative at TD Private Client Wealth LLC
25 yearsExperience
48 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
25 years in the industry.
- Gone RogueNov 2025 to now
- Bdl&m LLCOct 2023 to now
- TD Private Client Wealth LLCAug 2023 to now
- TD Bank N.A.Aug 2023 to now
- United States Postal ServiceMar 2022 to May 2022
- Cetera Investment Advisers LLCJun 2021 to May 2022
- Cetera Financial Specialists LLCNov 2019 to May 2022
- Pinnacle Wealth & Benefits Strategies dba for InvestmentsNov 2019 to May 2022
- Audible.comAug 2019 to Aug 2023
- Comcast Nbc UniversalOct 2001 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 48 states (AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY).
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
- 7199579
- Firm CRD
- 164484