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Bryan McNamara

TD Private Client Wealth LLC

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About Bryan McNamara

Bryan McNamara is a financial advisor who has been in the industry since 2009. He is currently registered as a Registered Representative (RR) with TD Private Client Wealth LLC and has previously worked with Commonwealth Financial Network, VALIC Financial Advisors, Inc., Royal Alliance Associates, Inc., Victor Securities, Inc. and McNamara Trading Company. Bryan is a Registered Investment Advisor in Pennsylvania. He holds the Series 7, Series 63, Series 24, and SIE licenses. Bryan's specialties include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Bryan McNamara 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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Bryan McNamara’s Registration & Firm History

NJ

08/03/2023 - Present

TD Private Client Wealth LLC (Marlton NJ)

PA

05/06/2019 - 08/01/2023

COMMONWEALTH FINANCIAL NETWORK (Blue Bell PA)

NJ

04/01/2014 - 05/23/2019

VALIC FINANCIAL ADVISORS, INC. (BERKELEY HEIGHTS NJ)

NJ

09/19/2013 - 04/01/2014

ROYAL ALLIANCE ASSOCIATES, INC. (PRINCETON NJ)

PA

07/22/2008 - 08/15/2012

VICTOR SECURITIES, INC. (PHILADELPHIA PA)

PA

01/10/2008 - 10/08/2008

MCNAMARA TRADING COMPANY (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 03/11/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan McNamara.
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