Jennifer
Cute

Td Private Client Wealth LLC

CRD#2405563
Investment Advisor
in Charlotte, NC
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About this Advisor

Jennifer Cute is a financial advisor located in Charlotte, North Carolina. Currently a registered investment advisor at Td Private Client Wealth LLC, they have accrued 16 years of work experience. Cute maintains a Series 63 license, which qualifies the advisor as a securities broker. Cute is registered to act as an advisor in Washington, D.C., Maryland, Virginia, Florida, Georgia, North Carolina, Ohio, Pennsylvania and South Carolina. Cute has gained experience at Icc Capital Management, Inc, Regions Financial Corporation, Hourglass Asset Management, Inc, Td Private Client Wealth LLC and Td Bank N.A. Td Private Client Wealth LLC is based out of Charlotte, North Carolina, and operates out of 33 additional locations throughout the nation. In total, Td Private Client Wealth LLC oversees $3 billion in assets across 2,389 accounts and retains more than 231 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 20% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Td Private Client Wealth LLC offers 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. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

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

11325 N. Community Road
Charlotte, NC 28277

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Td Private Client Wealth LLC Brokerage Details

Total Assets Under Management

$2,694,701,934

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

231

NC Average: 88
Total Number of Accounts

2,389

NC Average: 3,892
Average Account Size

$1,127,962

NC 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
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jennifer Cute Work History

Jennifer has 16 years of experience.

2018 - Present (1 years)

Td Private Client Wealth LLC

2018 - Present (1 years)

Td Bank N.A

2016 - 2018 (2 years)

Regions Financial Corporation

2013 - 2018 (5 years)

Hourglass Asset Management, Inc

2002 - 2013 (11 years)

Icc Capital Management, Inc

Disclosures

Jennifer Cute has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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