Ethan James Kirk
Investment adviser representative at TD Private Client Wealth LLC
11 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
11 years in the industry.
- TD Private Client Wealth LLCJun 2026 to now
- TD Bank N.A.Jun 2026 to now
- Charles Schwab & Co., Inc.Sep 2025 to May 2026
- UnemployedJun 2025 to Aug 2025
- Commonwealth TavernNov 2024 to May 2025
- UnemployedJul 2024 to Oct 2024
- North American Language & Culture Assistants PrgrmSep 2023 to Jun 2024
- Hapa SushiJan 2023 to Aug 2023
- Cu Leeds School of BusinessAug 2021 to Dec 2022
- Modern Market EateryJan 2019 to Jul 2021
- UnemployedAug 2015 to Dec 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 (NY).
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
- 8112432
- Firm CRD
- 164484