Nicholas Pierson
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
26 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 LLCAug 2024 to now
- TD Bank N.A.Aug 2024 to now
- Cetera Investment Advisers LLCJan 2024 to May 2024
- Cetera Advisor Networks LLCSep 2023 to May 2024
- Diamond State Financial GroupSep 2023 to May 2024
- Rowan UniversitySep 2021 to May 2023
- Gloucester Township Recreation DepartmentMay 2021 to May 2024
- Pierson Dental AssociatesJan 2021 to May 2023
- Camden County CollegeJun 2019 to May 2021
- TargetJun 2019 to May 2021
- FootlockerJun 2018 to May 2019
- Pierson Dental AssoicatesJan 2016 to Aug 2018
- Timber Creek Regional High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 26 states (AZ, CA, CO, CT, DE, FL, HI, IA, IL, LA, MD, ME, MN, MT, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA, WA, WI).
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
- 7802909
- Firm CRD
- 164484