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Brian Lobman

TD Private Client Wealth LLC

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About Brian Lobman

Brian Lobman is a financial advisor with over 9 years of experience in the industry. Brian is registered with TD Private Client Wealth LLC, a firm with over $6 billion in assets under management. Brian specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Brian holds Series 7, 66 and 65 licenses. Before joining TD Private Client Wealth LLC, Brian was employed at Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and LPL Financial LLC.

Firm Information

Brian Lobman 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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Brian Lobman’s Registration & Firm History

FL

08/20/2024 - Present

TD Private Client Wealth LLC (Boca Raton FL)

FL

03/22/2022 - 01/03/2024

CHARLES SCHWAB & CO., INC. (Boca Raton FL)

FL

07/11/2018 - 02/04/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)

NY

06/11/2015 - 10/14/2016

LPL FINANCIAL LLC (WOODBURY NY)

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Licenses & Designations

IA

Issued 08/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/06/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Lobman.
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