Marilyn Nakhla

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Stephen Zahka

EDWARD JONES

Marlborough, MA · CRD#

View profile

AC

Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

View profile

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Stephen Zahka

EDWARD JONES

Marlborough, MA · CRD#

View profile

AC

Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

View profile

Disclosures on record.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

Marlborough, MA · CRD#

View profile

AC

Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

View profile

Years of Experience

2 years registered in the securities industry

Current & Past Employments

Current

TD PRIVATE CLIENT WEALTH LLCCurrent·CRD# 164484

RIA

BD

196 East Main Street, Milford, MA 01757

April 2, 2026 - Present

TD PRIVATE CLIENT WEALTH LLCCurrent·CRD# 164484

RIA

BD

54 Central Street 2nd Floor, Foxborough, MA 02035

February 10, 2026 - Present

Past

J.P. MORGAN SECURITIES LLCPast·CRD# 79

BD

Stoughton, MA

December 20, 2024 - January 27, 2026

Similar Advisors

Stephen Zahka

EDWARD JONES

Marlborough, MA · CRD#

View profile

AC

Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

View profile

Current Firm

TP

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)

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)

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

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 JUNE 12 2026 (6/12/2026)

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 & DIRECTOR	4436053
CALDERON NAJERA, NAYRA	CCO	5040972
CARROLL, ANNA	COO & DIRECTOR	4487506
CHABOT, ALAN J	CEO & DIRECTOR	2617874
SNYDER, JONATHAN	CFO AND FINANCIAL AND OPERATIONS PRINCIPAL	6514215

Regulatory Assets Under Management

Total Number of Accounts

25,698

AUM (Assets Under Management)

$8,574,585,303

Disclosures

Regulatory Event

3

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

Similar Advisors

Stephen Zahka

EDWARD JONES

Marlborough, MA · CRD#

View profile

AC

Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

View profile

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

Marlborough, MA · CRD#

View profile

AC

Anita Cepeda

FIDELITY BROKERAGE SERVICES LLC

SMITHFIELD, RI · CRD#

View profile

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

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Massachusetts
(2/10/2026)

IAR

Massachusetts
(4/2/2026)

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.