Himani Patel
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
6 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
11 years in the industry.
- TD Private Client Wealth LLCJan 2023 to now
- TD Bank N.A.Apr 2019 to now
- TD Private Client Wealth LLCMar 2022 to Jun 2022
- TD BankAug 2018 to Mar 2019
- Bank of AmericaAug 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 6 states (FL, MA, NC, NH, RI, SC).
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
- 7528648
- Firm CRD
- 164484