Daniel Darling
Investment adviser representative at TD Private Client Wealth LLC
10 yearsExperience
1 stateRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Daniel Darling? Claim your profile
Contact this firm
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 Bank N.A.Jul 2026 to now
- TD Private Client Wealth LLCJul 2026 to now
- Nylife Securities LLCJul 2025 to Jul 2026
- New York Insurance CompanyApr 2025 to Jul 2026
- Ymca of FrederickOct 2023 to Oct 2024
- Self-employedJan 2018 to May 2025
- SpacesaverJan 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8076042
- Firm CRD
- 164484