Dylan Zhou
Investment adviser representative at TD Private Client Wealth LLC
13 yearsExperience
14 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
13 years in the industry.
- Questa Technology Inc.May 2025 to now
- TD Private Client Wealth LLCAug 2024 to now
- TD Bank N.A.Aug 2024 to now
- UnemployedJun 2024 to Jul 2024
- Questa Technology Inc.Mar 2024 to May 2024
- J.P. Morgan Securities LLCJul 2023 to Feb 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Feb 2024
- UnemployedJun 2023 to Jun 2023
- Questa Technology Inc.Aug 2022 to Dec 2022
- JP MorganJun 2022 to Aug 2022
- Questa Technology Inc.Mar 2022 to May 2022
- Questa Technology Inc.Jan 2021 to Dec 2021
- Nyu SternSep 2019 to May 2023
- UnemployedJul 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 14 states (AZ, CO, CT, DE, FL, MD, MI, NC, NJ, NY, OH, PA, RI, VA).
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
- 7781495
- Firm CRD
- 164484