Taylor House
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
9 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
11 years in the industry.
- TD Private Client Wealth LLCMay 2023 to now
- TD Bank N.A.May 2023 to now
- Taylor House Sole ProprietorJan 2021 to now
- TD BankAug 2020 to Apr 2023
- UnemployedJan 2020 to Aug 2020
- The Walt Disney CompanyAug 2019 to Jan 2020
- Boston UniversitySep 2015 to Jun 2019
- FunaramaJun 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 9 states (CT, FL, MA, MD, NJ, NY, OH, PA, 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
- 7734269
- Firm CRD
- 164484