Bryan
Loew

Td Private Client Wealth LLC

CRD#3079619
Investment Advisor
in New York, NY
Are you Bryan Loew? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bryan Loew is a certified financial planner who works in New York, New York, with a total of 16 years of professional experience. Loew is on the advisory team at Td Private Client Wealth LLC. Throughout their career, Loew has worked at Td Bank, N.A and Td Private Client Wealth LLC. Loew has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California, Connecticut, Florida, Massachusetts, New Jersey and Pennsylvania. Td Private Client Wealth LLC is a financial advisory business based in New York, New York. The company has offices in 33 locations and a total of 231 people on staff. It controls $3 billion in assets under management across its 2,389 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 60 charitable organizations. Of its 2,389 accounts, 20% belong to high-net-worth individuals who have greater than $1 million in assets. Td Private Client Wealth LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management vary depending on the services provided. Fee types charged by Td Private Client Wealth LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

444 Madison Avenue
New York, NY 10022

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Td Private Client Wealth LLC Brokerage Details

Total Assets Under Management

$2,694,701,934

NY Average: $7,464,549,021
Total Number of Employees

231

NY Average: 88
Total Number of Accounts

2,389

NY Average: 3,892
Average Account Size

$1,127,962

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bryan Loew Work History

Bryan has 16 years of experience.

2014 - Present (5 years)

Td Bank, N.A

2012 - Present (7 years)

Td Private Client Wealth LLC

2012 - 2014 (2 years)

Td Bank, N.A

2002 - 2012 (10 years)

Td Bank, N.A

Disclosures

Bryan Loew has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started