Joyce M Maree
Professional Summary
Joyce M Maree, who also goes by Joyce Mickens Maree, Joyce Maree, Brenda Joyce Mickens, Joyce Mickens, is a registered financial advisor currently at TD PRIVATE CLIENT WEALTH LLC located in Boston, Massachusetts. Joyce is registered as a RR (Registered Representative) and started their career in finance in 1989. Joyce has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joyce Mickens Maree, Joyce Maree, Brenda Joyce Mickens, Joyce Mickens
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
TD PRIVATE CLIENT WEALTH LLC
Contact Information
Main Address
1 Vanderbilt Avenue 23rd Floor 23rd Floor, New York, NY, 10017Mailing Address
1 Vanderbilt Avenue 23rd Floor, New York, NY, 10017Phone Number
(877) 703-9896Established
Delaware since 07/13/2012Firm Type
Limited Liability CompanyFiscal Year End
OctoberFirm Size
Large# of Employees
671SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
FINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
25,698AUM (Assets Under Management)
$8,574,585,303Disclosures
Regulatory Event
3Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/30/2025 | Cover Page | Report |
| 09/27/2024 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
TD PRIVATE CLIENT WEALTH LLC
State Registrations and Notice Filings
(11/20/2025)
(11/20/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joyce M Maree's CRS (Customer Relationship Summary).
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