Omar Abdelbari
Investment adviser representative at TD Private Client Wealth LLC
9 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
9 years in the industry.
- TD Private Client Wealth LLCSep 2025 to now
- TD Bank N.A.Sep 2025 to now
- USAAAug 2025 to Sep 2025
- Morgan StanleyMar 2025 to Aug 2025
- UnemployedAug 2024 to Mar 2025
- Morgan StanleyMar 2021 to Aug 2024
- Universal Engineering SciencesOct 2020 to Mar 2021
- UnemployedMay 2020 to Oct 2020
- University of South FloridaJan 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 5 states (FL, NJ, NY, PA, TX).
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
- 7328192
- Firm CRD
- 164484