Curt Martens
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
4 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 LLCNov 2025 to now
- TD Bank N.A.Nov 2025 to now
- ParentingJun 2025 to Oct 2025
- Edward JonesMay 2023 to Jun 2025
- White Mountain Oil and PropaneDec 2022 to Apr 2023
- Mount Washington Valley Fine HomesAug 2021 to Dec 2022
- Recreation Equipment IncorporatedJul 2020 to Sep 2021
- Pine Street PaintersMay 2019 to Aug 2020
- Conval School DistrictAug 2016 to Oct 2019
- Bagel MillAug 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (MA, ME, NH, WA).
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
- 7734308
- Firm CRD
- 164484