Eliot Ness
Investment adviser representative at TD Private Client Wealth LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- TD Bank N.A.Aug 2026 to now
- TD Private Client Wealth LLCAug 2026 to now
- Integrity Alliance, LLC.Nov 2025 to Jul 2026
- Lion Street FinancialSep 2025 to Nov 2025
- W&s Brokerage Services, Inc.Sep 2024 to Sep 2025
- Western Southern LifeSep 2024 to Sep 2025
- No EmployerJun 2024 to Sep 2024
- CarfaxFeb 2020 to Jun 2024
- O2 Fitness ClubsAug 2018 to Feb 2020
- College of CharlestonAug 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 8003413
- Firm CRD
- 164484