David Efrain Cevallos
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 LLCMay 2026 to now
- TD Bank N.A.Mar 2023 to now
- UberJan 2023 to Mar 2023
- Wells Fargo Bank, NAAug 2022 to Jan 2023
- Wells Fargo Clearing Services, LLCMay 2022 to Jul 2022
- Wells Fargo Clearing Services, LLCJan 2020 to Aug 2021
- Wells Fargo Bank, NAJul 2015 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
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
- 7215289
- Firm CRD
- 164484