Terraine Johnson
Investment adviser representative at TD Private Client Wealth LLC
14 yearsExperience
2 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
14 years in the industry.
- TD Private Client Wealth LLCDec 2024 to now
- TD Bank N.A.Dec 2024 to now
- Bank of America, N.A.Aug 2023 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to Dec 2024
- Citizens Securities, Inc.Apr 2021 to Jun 2023
- PNC BankFeb 2019 to Jan 2021
- UnemployedMay 2018 to Feb 2019
- Indiana University of PennsylvaniaAug 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7366632
- Firm CRD
- 164484