Patrick Sawyer
Investment adviser representative at TD Private Client Wealth LLC
12 yearsExperience
36 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
12 years in the industry.
- TD Private Client Wealth LLCOct 2022 to now
- TD Bank N.A.Oct 2022 to now
- Wells Fargo Bank, NAApr 2022 to Oct 2022
- Wells Fargo Clearing Services, LLCApr 2022 to Oct 2022
- HomemakerDec 2018 to Mar 2022
- 1st Source BankJan 2014 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 36 states (AK, AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI).
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
- 7541160
- Firm CRD
- 164484