Invested Better
Unclaimed

Unclaimed

Unclaimed

Cynthia Stella Reilly

TD Private Client Wealth LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cynthia? Claim Your Profile

About Cynthia Stella Reilly

Cynthia Stella Reilly has been in the securities industry since September 3, 2000. Cynthia is currently registered with TD Private Client Wealth LLC. Cynthia is registered in 16 states, including Arizona, California, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, Ohio, Rhode Island, South Carolina, Vermont, and Virginia. Cynthia has two branch office locations. One is in Manchester, NH and the other is in Plymouth, MA. Cynthia is also registered with FINRA and the state of Massachusetts. Cynthia has experience providing financial planning services to individuals, corporations, charitable organizations, and pension plans. Cynthia also provides educational seminars and publishes periodicals.

Firm Information

Cynthia Reilly 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cynthia Reilly’s Registration & Firm History

NH

04/03/2023 - Present

TD Private Client Wealth LLC (Manchester NH)

RI

11/18/1986 - 01/27/2000

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

Not sure if Cynthia Stella Reilly is right for you?

Licenses & Designations

BOTH

Issued 01/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/1989

Series 24 - General Securities Principal Examination

BC

Issued 06/16/1989

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Stella Reilly.
Not sure if Cynthia Stella Reilly is right for you?