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Stacey M Lonergan

TD Private Client Wealth LLC

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About Stacey M Lonergan

Stacey Lonergan is a financial advisor with TD Private Client Wealth LLC. Stacey has been in the industry since April 7, 2018 and has worked in the financial industry for over 20 years. Previously, Stacey worked at Magna Securities Corp. Stacey Lonergan is licensed in New Jersey, and holds the following licenses: Series 7, Series 24, Series 55, Series 63, Series 7TO, Series 99TO, and SIE.

Firm Information

Stacey Lonergan 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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Stacey Lonergan’s Registration & Firm History

NJ

01/31/2022 - Present

TD Private Client Wealth LLC (Mt. Laurel NJ)

NY

04/14/1998 - 02/05/2002

MAGNA SECURITIES CORP. (NEW YORK CITY NY)

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Licenses & Designations

BC

Issued 09/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/31/2022

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2022

Series 99TO - Operations Professional Examination

BC

Issued 10/29/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacey M Lonergan.
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