Samara Wald
Investment adviser representative at TD Private Client Wealth LLC
9 yearsExperience
6 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
9 years in the industry.
- TD Bank N.A.Nov 2025 to now
- TD Private Client Wealth LLCNov 2025 to now
- A Place for Rover, IncJul 2024 to now
- Cetera Investment Advisers LLCJun 2025 to Jul 2025
- Cetera Wealth Services, LLCApr 2025 to Jul 2025
- Pioneer Financial GroupApr 2025 to Jul 2025
- Tizzy K's LLCMar 2025 to Oct 2025
- Cetera Advisor Networks LLCOct 2024 to Apr 2025
- UnemployedJun 2024 to Oct 2024
- Bte Feud Entertainment LLCMay 2023 to Oct 2025
- Gracie's Ventures Inc.Feb 2022 to May 2024
- Clover Food LabMar 2020 to Feb 2022
- Rhode Island Mushroom CompanyJan 2019 to Feb 2022
- Sur La TableDec 2017 to Mar 2020
- Johnson & Wales UniversityMar 2017 to May 2019
- Hb + M ChocolateOct 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 6 states (CT, FL, MA, NY, RI, VT).
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
- 8000926
- Firm CRD
- 164484