Daulton Carlisle
Investment adviser representative at TD Private Client Wealth LLC
10 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
10 years in the industry.
- TD Private Client Wealth LLCJul 2026 to now
- TD Bank N.A.Jul 2026 to now
- The Vanguard Group, Inc.Apr 2025 to Jul 2026
- Vanguard Marketing CorporationApr 2025 to Jul 2026
- Equitable Advisors, LLCMay 2024 to Feb 2025
- Chester Valley Golf ClubApr 2023 to Mar 2025
- TD BankJun 2022 to Nov 2022
- The Golf ZoneMay 2022 to Jun 2022
- West Chester University of PennsylvaniaAug 2020 to May 2024
- Brittingham'sSep 2019 to Jan 2021
- Plymouth Whitemarsh High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7986338
- Firm CRD
- 164484