Tristan Cort
Investment adviser representative at TD Private Client Wealth LLC
7 yearsExperience
11 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
7 years in the industry.
- TD Private Client Wealth LLCJun 2023 to now
- TD Bank N.A.Jun 2023 to now
- Grove Point Advisors LLCFeb 2023 to Jun 2023
- Grove Point Investments LLCNov 2022 to Jun 2023
- Cort Financial ConsultantsNov 2018 to Oct 2022
- American Brokerage ServicesOct 2017 to Nov 2018
- Lifetime FitnessMay 2017 to Nov 2018
- Florida Atlantic UniversityAug 2016 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 11 states (CT, DE, FL, MA, MD, NC, NJ, NY, PA, SC, 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
- 7657322
- Firm CRD
- 164484