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Glendon D Marcelle

TD Private Client Wealth LLC

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About Glendon D Marcelle

Glendon Marcelle is a financial advisor registered with TD Private Client Wealth LLC. Glendon has been in the industry since 2013 and holds the Series 6, Series 63, and Series 65 licenses. They are currently registered in Connecticut, New Jersey, and New York. Glendon's prior experience includes roles at J.P. Morgan Securities LLC, TD Bank N.A., and TD Bank N.A. Glendon is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Glendon Marcelle 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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Glendon Marcelle’s Registration & Firm History

NY

04/13/2021 - Present

TD Private Client Wealth LLC (Brooklyn NY)

NY

06/21/2013 - 10/29/2014

J.P. MORGAN SECURITIES LLC (BROOKLYN NY)

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Licenses & Designations

IA

Issued 08/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2014

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Glendon D Marcelle. Review regulatory record here.
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