Nicole Jalbert
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
3 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Nicole Jalbert? Claim your profile
Contact this firm
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 LLCSep 2022 to now
- TD Bank N.A.Sep 2022 to now
- Nylife Securities LLC.Feb 2022 to Sep 2022
- New York Life Insurance CompanyJan 2021 to Sep 2022
- Massachusetts General HospitalFeb 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, NH).
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
- 7324823
- Firm CRD
- 164484