Daniel Logan
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
17 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 LLCMar 2023 to now
- TD Bank N.A.Mar 2023 to now
- Tabernacle Baptist ChurchSep 2021 to Mar 2023
- Bob Jones UniversityAug 2021 to Sep 2021
- R�dl & PartnerOct 2020 to Aug 2021
- Bob Jones UniversityAug 2020 to Oct 2020
- Dixon Hughes Goodman LLPJul 2020 to Aug 2020
- The Tire DoctorMay 2020 to Jul 2020
- Bob Jones UniversityJan 2020 to May 2020
- Lewis W. Haselwood Jr. CpaOct 2018 to Jan 2020
- Bob Jones UniversityAug 2017 to Oct 2018
- Wtbi Radio StationJan 2017 to Aug 2017
- UnemployedNov 2016 to Jan 2017
- Lyons Hr for SteelcaseAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 17 states (CT, DC, DE, FL, MA, MD, ME, NC, NH, NJ, NY, OR, PA, RI, SC, VA, VT).
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
- 7714662
- Firm CRD
- 164484