Yazan Atra
Investment adviser representative at TD Private Client Wealth LLC
15 yearsExperience
17 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
15 years in the industry.
- TD Private Client Wealth LLCJun 2021 to now
- TD Bank N.A.Jun 2021 to now
- Wells Fargo BankFeb 2019 to Jun 2021
- Concentrix CorporationNov 2016 to Aug 2018
- Yaz Motors LLCApr 2011 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 17 states (CT, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NV, NY, PA, RI, SC, VA, 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
- 7403637
- Firm CRD
- 164484