Christian Thompson
Investment adviser representative at TD Private Client Wealth LLC
14 yearsExperience
19 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 Bank N.A.Jul 2023 to now
- TD Private Client Wealth LLCJul 2023 to now
- UnemployedJan 2023 to Jun 2023
- The Vanguard Group, Inc.Oct 2021 to Jan 2023
- J.F. Kiely Construction Co.Jun 2021 to Jul 2021
- Callaghan Thompson & Thompson, P.A.May 2018 to Jun 2021
- Saint Joseph's UniversityAug 2017 to May 2019
- StarbucksMar 2017 to Aug 2017
- Independently ContractedMay 2016 to Nov 2016
- Atlantic Cape Community CollegeMay 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 19 states (CA, CO, CT, DE, FL, HI, IA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA).
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
- 7446834
- Firm CRD
- 164484