Elias Mendoza
Investment adviser representative at TD Private Client Wealth LLC
13 yearsExperience
5 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
13 years in the industry.
- TD Private Client Wealth LLCJan 2026 to now
- TD Bank N.A.Jan 2026 to now
- LPL Enterprise, LLCNov 2024 to Jan 2026
- The Prudential Insurance Company of AmericaApr 2024 to Jan 2026
- Pruco Securities LLCNov 2023 to Nov 2024
- UnemployedJul 2023 to Nov 2023
- J.P. Morgan Securities LLCFeb 2023 to Jul 2023
- JPMorgan Chase Bank, N.A.Feb 2023 to Jul 2023
- UpsNov 2022 to Jan 2023
- UnemployedOct 2022 to Oct 2022
- Wiechert RealtorApr 2022 to Sep 2022
- Bankerslife CasualtyJan 2021 to Mar 2022
- UnemployedOct 2018 to Dec 2020
- Bjs WholesaleJul 2018 to Sep 2018
- UnemployedJun 2018 to Jun 2018
- Corrados Family Affair of WayneMay 2018 to May 2018
- UnemployedMar 2018 to Apr 2018
- Professional ParkingJul 2017 to Feb 2018
- UnemployedFeb 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 5 states (AZ, CT, FL, NJ, 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
- 7701519
- Firm CRD
- 164484