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VV

Vladimir Vinokurov

TD PRIVATE CLIENT WEALTH
Lakewood, NJ 08701
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CRD#: 4406166
VV
Vladimir VinokurovTD PRIVATE CLIENT WEALTH

Professional summary


Vladimir Vinokurov, who also goes by William VInokur, Vladimir William Vinokurov, is a registered financial advisor currently at TD PRIVATE CLIENT WEALTH LLC located in Lakewood, New Jersey.

Vladimir is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Vladimir has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Aliases


William Vinokur | Vladimir William Vinokurov

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Vladimir Vinokurov's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Vladimir Vinokurov's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 3, 2026 - Present

TD PRIVATE CLIENT WEALTH LLC

Office #1: 1601 Madison Avenue, Lakewood, NJ 08701
RIA
BD
CRD#: 164484
Lakewood, NJ
Current

July 31, 2026 - Present

TD PRIVATE CLIENT WEALTH LLC

Office #1: 255 Nassau Street 1st Floor, Princeton, NJ 08540
RIA
BD
CRD#: 164484
Princeton, NJ
Past

May 6, 2024 - July 20, 2026

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW YORK, NY
Past

May 6, 2024 - July 20, 2026

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW YORK, NY
Past

November 1, 2021 - April 19, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
NEW YORK, NY
Past

November 1, 2021 - April 19, 2024

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 23, 2020 - October 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BROOKLYN, NY
Past

September 23, 2020 - October 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BROOKLYN, NY
Past

April 15, 2015 - August 28, 2020

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
BROOKLYN, NY
Past

December 23, 2014 - August 28, 2020

SANTANDER SECURITIES LLC

BD
CRD#: 41791
BROOKLYN, NY
Past

November 24, 2006 - October 5, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY
Past

February 6, 2006 - December 13, 2006

EKN FINANCIAL SERVICES INC.

BD
CRD#: 113525
MELVILLE, NY
Past

February 1, 2005 - January 17, 2006

GRANITE ASSOCIATES, INC

BD
CRD#: 46682
DELRAY BEACH, FL
Past

July 30, 2001 - January 19, 2005

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TD PRIVATE CLIENT WEALTH LLC
TD PRIVATE CLIENT WEALTH LLC

CRD#: 164484 / SEC#: 801-77771, 8-69105

RIA
Registered Investment Advisory firm - SEC (4/11/2013 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Delaware
(8/4/2026)
IAR
Delaware
(8/4/2026)
RR
Florida
(8/4/2026)
IAR
Florida
(8/5/2026)
RR
New Jersey
(7/31/2026)
IAR
New Jersey
(8/3/2026)
RR
New York
(8/4/2026)
IAR
New York
(8/4/2026)
RR
Pennsylvania
(8/4/2026)
IAR
Pennsylvania
(8/5/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TP
TD PRIVATE CLIENT WEALTH LLC
TD PRIVATE CLIENT WEALTH LLC

CRD#: 164484 / SEC#: 801-77771, 8-69105

RIA
Registered Investment Advisory firm - SEC (4/11/2013 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1 Vanderbilt Avenue 23rd Floor 23rd Floor, New York, NY, 10017
Mailing Address
1 Vanderbilt Avenue 23rd Floor, New York, NY, 10017
Phone number
(877) 703-9896
Established
Delaware since 07/13/2012
Firm type
Limited Liability Company
Fiscal year end
October
Firm Size
Large
# of Employees
671

SEC notice filing (51 States and Territories)


FINRA licenses (51 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

TD PRIVATE CLIENT WEALTH LLC MANAGED ACCOUNT PROGRAM BROCHURE JANUARY 31 2026 (1/29/2026)

Direct owners and executive officers


NamePositionCRD#
TD BANK, NATIONAL ASSOCIATIONOWNER
BEGUN, ROBERTPRESIDENT4436053
CALDERON NAJERA, NAYRACCO5040972
CARROLL, ANNACOO4487506
CHABOT, ALAN JCEO2617874
ORTIZ, JORGE LUISCFO & FINOP2725922
WILSON, KEVIN KEITHFINOP5437711

Regulatory assets under management


Total Number of Accounts25,697
AUM (Assets Under Management)$ 8,255,945,350

Disclosures


Regulatory Event3

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
05/30/2025
Cover Page
09/27/2024
06/27/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TD PRIVATE CLIENT WEALTH LLC

CRD#: 164484Lakewood, NJ 08701

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