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Gregory Girdis

TD Private Client Wealth LLC

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About Gregory Girdis

Gregory Girdis is a financial advisor at TD Private Client Wealth LLC. Gregory is registered with FINRA and the states of North Carolina and South Carolina. Gregory has been in the financial services industry since 2014. Gregory has been a representative of the firm since 2023. Gregory has experience with the following specializations: financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Gregory Girdis 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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Gregory Girdis’s Registration & Firm History

SC

08/08/2023 - Present

TD Private Client Wealth LLC (Greenville SC)

NC

04/05/2022 - 07/28/2023

CUSO FINANCIAL SERVICES, L.P. (WINSTON-SALEM NC)

SC

10/30/2018 - 04/13/2022

LPL FINANCIAL LLC (FORT MILL SC)

NC

05/30/2018 - 11/01/2018

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

SC

10/30/2017 - 04/11/2018

LPL FINANCIAL LLC (FORT MILL SC)

NC

11/29/2016 - 02/27/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)

PA

04/17/2015 - 06/05/2015

PARK AVENUE SECURITIES LLC (PITTSBURGH PA)

NJ

10/29/2002 - 11/29/2002

FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 05/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Girdis.
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