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Anthony Slovick

TD Private Client Wealth LLC

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About Anthony Slovick

Anthony Slovick is a financial advisor with TD Private Client Wealth LLC. Anthony has been in the industry since 1997 and has a wide range of experience in financial planning, portfolio management, and investment services. Anthony is registered to provide investment advice in 18 states.

Firm Information

Anthony Slovick is currently registered with TD Private Client Wealth LLC. TD Private Client Wealth LLC, a Limited Liability Company formed in 2012, is an investment advisor with offices in New York, NY. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and other advisory services. TD Private Client Wealth LLC has been registered with the SEC and is also registered in all 50 states. The firm serves a variety of clients including individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
TD Private Client Wealth LLC

1 VANDERBILT AVENUE

NEW YORK, NY 10017

$6.45B

Assets Under Management

Not reported

Total Clients

487

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Slovick’s Registration & Firm History

FL

03/23/2023 - Present

TD Private Client Wealth LLC (Sarasota FL)

FL

07/07/2020 - 03/16/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)

CA

09/04/1998 - 06/08/1999

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

CO

08/21/1997 - 09/19/1997

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 07/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2020

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Slovick.
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