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Bret Fearson Agey

TD Private Client Wealth LLC

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About Bret Fearson Agey

Bret Fearson Agey is a financial professional with over 15 years of experience in the industry. Bret is currently registered with TD Private Client Wealth LLC, a firm with over $6 billion in regulatory assets under management. Bret is a Registered Representative and Investment Advisor Representative. Bret holds several professional licenses, including Series 7, Series 63, and Series 99TO. Bret specializes in providing financial advice and services to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Bret Agey 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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Bret Agey’s Registration & Firm History

NJ

02/28/2013 - Present

TD Private Client Wealth LLC (Mt. Laurel NJ)

NJ

05/22/2008 - 05/28/2010

TD WEALTH MANAGEMENT SERVICES INC. (CHERRY HILL NJ)

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Licenses & Designations

BC

Issued 11/23/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bret Fearson Agey.
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