Brett Payne
Investment adviser representative at TD Private Client Wealth LLC
13 yearsExperience
7 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
13 years in the industry.
- TD Private Client Wealth LLCSep 2024 to now
- TD Bank N.ASep 2024 to now
- Waites Sensor TechnologiesNov 2023 to Sep 2024
- TD Private Client Wealth LLCApr 2021 to Nov 2023
- Southern New Hampshire UniversityFeb 2020 to Feb 2022
- TD Bank N.A.Feb 2018 to Nov 2023
- Irving Forest ProductsJun 2017 to Feb 2018
- American Income LifeAug 2016 to Dec 2016
- Sunday RiverNov 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 7 states (FL, MD, ME, NC, NH, NJ, VT).
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
- 7363859
- Firm CRD
- 164484