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Louie Saji Atangan

TD Private Client Wealth LLC

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About Louie Saji Atangan

Louie Saji Atangan is a financial advisor with over 20 years of experience in the industry. Louie Atangan is currently registered with TD Private Client Wealth LLC, where Louie Atangan has been employed since October 2016. Louie Atangan has held prior positions with SunTrust Investment Services, Inc., PNC INVESTMENTS, CITICORP INVESTMENT SERVICES, and H&R BLOCK FINANCIAL ADVISORS, INC. Louie Atangan is licensed to provide investment advice in 17 states including California, Florida, Georgia, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Washington, and Wisconsin. Louie Atangan holds a Series 6, 7, 63, and 65 license.

Firm Information

Louie Atangan 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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Louie Atangan’s Registration & Firm History

VA

02/03/2020 - Present

TD Private Client Wealth LLC (VIENNA VA)

VA

01/22/2016 - 10/14/2016

SUNTRUST INVESTMENT SERVICES, INC. (VIENNA VA)

VA

06/13/2014 - 01/11/2016

PNC INVESTMENTS (MCLEAN VA)

VA

01/10/2006 - 06/15/2012

PNC INVESTMENTS (HERNDON VA)

NY

03/18/2004 - 11/11/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

MI

07/12/2000 - 09/15/2003

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 12/16/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/11/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Louie Saji Atangan.
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