Matthew Conte
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- TD Private Client Wealth LLCJun 2025 to now
- TD BankJun 2025 to now
- Newbridge Securities CorporationMar 2025 to Jun 2025
- UnemployedDec 2024 to Feb 2025
- Prudent Financial SolutionsJul 2024 to Nov 2024
- Fairfield UniversityJan 2024 to May 2024
- Northwestern Mutual Investment ServicesJun 2023 to Dec 2023
- UnemployedMar 2015 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7694259
- Firm CRD
- 164484