Kevin F. Lamberson

TD PRIVATE CLIENT WEALTH

Old Bridge, NJ 08857

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CRD#: 6150845

Professional summary

Kevin F Lamberson, who also goes by Kevin Ford Lamberson, Kevin Lamberson, is a registered financial advisor currently at TD PRIVATE CLIENT WEALTH LLC located in Old Bridge, New Jersey.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Kevin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Kevin Ford Lamberson | Kevin Lamberson

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.

WHOLE FOODS MARKET Is Not Investment Related, Online grocery order picker, Online Order, 2022-11-19, 16 hours per month, not during trading hours, Hourly Compensation, Pick online grocery orders.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin F Lamberson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Kevin F Lamberson'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

July 27, 2026 - Present

TD PRIVATE CLIENT WEALTH LLC

Office #1: 3024 Route 516, Old Bridge, NJ 08857

RIA

CRD#: 164484

Old Bridge, NJ

Current

July 15, 2026 - Present

TD PRIVATE CLIENT WEALTH LLC

Office #1: 255 Nassau Street 1st Floor, Princeton, NJ 08540

RIA

CRD#: 164484

Princeton, NJ

Past

October 12, 2021 - January 12, 2026

GWN SECURITIES INC.

RIA

CRD#: 128929

BORDENTOWN, NJ

Past

October 8, 2021 - January 12, 2026

GWN SECURITIES INC.

CRD#: 128929

BORDENTOWN, NJ

Past

September 11, 2019 - October 8, 2021

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Toms River, NJ

Past

September 10, 2019 - October 8, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

Toms River, NJ

Past

March 19, 2019 - May 3, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Edison, NJ

Past

February 5, 2019 - May 3, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

Edison, NJ

Past

December 18, 2015 - January 24, 2019

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

BRICK, NJ

Past

October 2, 2015 - January 24, 2019

PRUCO SECURITIES, LLC.

CRD#: 5685

BRICK, NJ

Past

October 22, 2014 - October 6, 2015

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WALL, NJ

Past

March 11, 2014 - October 6, 2015

EQUITABLE ADVISORS, LLC

CRD#: 6627

WALL, NJ

Past

October 11, 2013 - October 30, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

EDISON, NJ

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".

TD PRIVATE CLIENT WEALTH LLC

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

RIA

Registered Investment Advisory firm - SEC (4/11/2013 Approved)

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.

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

New Jersey
(7/15/2026)

IAR

New Jersey
(7/27/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/9/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/11/2013

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TD PRIVATE CLIENT WEALTH LLC

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

RIA

Registered Investment Advisory firm - SEC (4/11/2013 Approved)

Broker-Dealer Firm Regulated by FINRA (New York district office)

PREMIUM

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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

TDPCW AUTOMATED INVESTING AND AUTOMATED INVESTING PLUS PROGRAM BROCHURE JANUARY 31 2026 (1/29/2026)

Direct owners and executive officers

Name	Position	CRD#
TD BANK, NATIONAL ASSOCIATION	OWNER
BEGUN, ROBERT	PRESIDENT	4436053
CALDERON NAJERA, NAYRA	CCO	5040972
CARROLL, ANNA	COO	4487506
CHABOT, ALAN J	CEO	2617874
ORTIZ, JORGE LUIS	CFO & FINOP	2725922
WILSON, KEVIN KEITH	FINOP	5437711

Regulatory assets under management

Total Number of Accounts	25,697
AUM (Assets Under Management)	$ 8,255,945,350

Disclosures

Regulatory Event

Accountant 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
06/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Kevin F. Lamberson

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin F Lamberson's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Kevin F Lamberson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TD PRIVATE CLIENT WEALTH LLC

GWN SECURITIES INC.

GWN SECURITIES INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

TD PRIVATE CLIENT WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/2014

Series 63

Date: 4/9/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2014

Series 6

Date: 10/11/2013

FINRA

Current Firm

TD PRIVATE CLIENT WEALTH LLC

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

TD PRIVATE CLIENT WEALTH LLC

TRUST BUT VERIFY

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