Haney
Dimian

Td Private Client Wealth LLC

CRD#5105936
Investment Advisor
in New York, NY
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About this Advisor

Haney Dimian is a certified financial planner operating out of New York, New York, who has 11 years of experience as a financial advisor. Dimian is currently employed by Td Private Client Wealth LLC. During their career, Dimian has held roles at Hsbc Bank Usa, Hsbc Securities (Usa) Inc, Td Private Client Wealth LLC and Td Bank, N.A. Dimian holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Connecticut, Florida, Kentucky, Massachusetts, New Jersey, Ohio, Oklahoma, Rhode Island, Vermont, California, Delaware, Georgia, Illinois, Maryland, Minnesota, Missouri, North Carolina, Texas and Virginia. Td Private Client Wealth LLC is a financial advisory business that has its headquarters in New York, New York. It has offices in 33 locations and a total of 231 advisors. It oversees $3 billion in assets under management between its 2,389 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 60 charitable organizations. Of its 2,389 customer accounts, 20% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Td Private Client Wealth LLC has a number of services, such as 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. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees charged by Td Private Client Wealth LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, 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

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Td Private Client Wealth LLC Brokerage Details

Total Assets Under Management

$3,239,132,451

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

262

NY Average: 88
Total Number of Accounts

3,065

NY Average: 3,892
Average Account Size

$1,056,813

NY Average: $1,917,921

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Investment Advisory Services

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

Haney Dimian Work History

Haney has 11 years of experience.

2013 - 2013 (0 years)

Hsbc Securities (Usa) Inc

2013 - Present (6 years)

Td Private Client Wealth LLC

2013 - Present (6 years)

Td Bank, N.A

2011 - 2013 (2 years)

Hsbc Securities (Usa) Inc

2007 - 2011 (4 years)

Hsbc Bank Usa

Disclosures

Haney Dimian has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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