Cody Allen Morris
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
31 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 LLCOct 2022 to now
- TD Bank N.A.Oct 2019 to now
- Palmetto Real Estate Group, LLCJun 2017 to Oct 2019
- Ingles MarketsSep 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 31 states (AR, AZ, CA, CO, CT, DE, FL, HI, IA, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OK, PA, RI, SC, UT, VA, VT, 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
- 7656637
- Firm CRD
- 164484