Nicolas F Chaparro
Investment adviser representative at TD Private Client Wealth LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- TD Private Client Wealth LLCJul 2026 to now
- Bank of America, N.A.Sep 2025 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to Jul 2026
- Imperial WorkshopSep 2023 to Jul 2026
- Bank of New York MellonApr 2023 to Jul 2023
- MthreeApr 2022 to Mar 2023
- MthreeFeb 2022 to Mar 2022
- AmerilfieOct 2021 to Dec 2021
- Unemployed.Jun 2021 to Sep 2021
- West Virginia UniversityJan 2018 to May 2021
- Raritan Valley Community CollegeAug 2017 to Dec 2017
- Winnewald Day CampJul 2017 to Aug 2017
- Ridge High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7260063
- Firm CRD
- 164484