Omar Metwaly
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
10 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
10 years in the industry.
- TD Private Client Wealth LLCJul 2026 to now
- TD Bank N.A.Jul 2026 to now
- UnemployedJan 2026 to Jul 2026
- Bank of America, N.A.Jul 2025 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to Jan 2026
- Fidelity InvestmentsJul 2023 to Jun 2025
- Northwestern MutualJan 2023 to Jun 2023
- UnemployedDec 2020 to Jan 2023
- EatcJan 2018 to Dec 2020
- Abis for MillingJan 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 10 states (DC, DE, FL, MD, NC, NJ, NY, PA, VA, WV).
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
- 7694816
- Firm CRD
- 164484