Akash S Tailor
Investment adviser representative at TD Private Client Wealth LLC
18 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
18 years in the industry.
- TD Private Client Wealth LLCJun 2026 to now
- TD Bank N.A.Jun 2026 to now
- JPMorgan Chase Bank, NAApr 2022 to Jun 2026
- JPMorgan Securities LLCApr 2022 to Jun 2026
- ComcastFeb 2021 to Mar 2022
- KeybankJul 2020 to Feb 2021
- Sunshine Homecare LLCDec 2018 to Mar 2019
- Citizens BankFeb 2017 to Jul 2020
- At&tOct 2008 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (DE, VA).
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
- 7541971
- Firm CRD
- 164484