Montserrat Berenice Hernandez melo
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
19 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 LLCApr 2023 to now
- TD Bank NAApr 2023 to now
- TD Bank NAJul 2016 to Mar 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 19 states (CT, DC, DE, FL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TX, 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
- 7721400
- Firm CRD
- 164484