Dante Gazzola
Investment adviser representative at TD Private Client Wealth LLC
8 yearsExperience
2 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
8 years in the industry.
- TD Bank N.A.Oct 2023 to now
- TD Private Client Wealth LLCOct 2023 to now
- Equitable Advisors, LLCJun 2023 to Oct 2023
- UnemployedMay 2023 to Jun 2023
- Sunlight Care, LLCDec 2022 to Jan 2023
- Main Street Investment GroupJun 2022 to Sep 2022
- Woodcrest Country ClubJun 2022 to Aug 2022
- Sunlight Care, LLCJun 2021 to Aug 2021
- Woodcrest Country ClubJun 2021 to Aug 2021
- Wilkes UniversitySep 2019 to May 2023
- Cherry Hill East High SchoolSep 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 7772267
- Firm CRD
- 164484