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Thomas Hannan

TD Private Client Wealth LLC

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About Thomas Hannan

Thomas Hannan is a financial advisor who has been in the industry since 1987. Thomas is currently registered with TD Private Client Wealth LLC in New Jersey. Thomas has experience with a variety of firms including VALIC Financial Advisors, Inc., PNC Investments, MetLife Securities Inc., HSBC Securities (USA) Inc., Chase Investment Services Corp., BANC of America Investment Services, Inc., Quick & Reilly, Inc., Morgan Stanley DW Inc., R. Seelaus & Co., Inc., Lebenthal & Co., Inc., First Empire Securities, Inc., Murphy & Durieu, Wolfe & Hurst Bond Brokers Inc., Asiel & Co., and Mabon, Nugent & Co. Thomas holds Series 31, Series 7, and Series 66 licenses, as well as a Series 63 license.

Firm Information

Thomas Hannan 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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Thomas Hannan’s Registration & Firm History

NJ

05/04/2022 - Present

TD Private Client Wealth LLC (Marlton NJ)

NJ

06/01/2016 - 08/30/2021

VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)

NJ

02/19/2014 - 06/03/2016

PNC INVESTMENTS (EAST BRUNSWICK NJ)

NJ

07/08/2010 - 02/26/2014

METLIFE SECURITIES INC. (HAMILTON NJ)

NJ

11/25/2009 - 06/22/2010

HSBC SECURITIES (USA) INC. (CHATHAM NJ)

NJ

03/20/2006 - 09/10/2009

CHASE INVESTMENT SERVICES CORP. (MADISON NJ)

MA

10/20/2004 - 03/17/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

03/05/2004 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

06/14/2000 - 03/02/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

NJ

03/08/2000 - 06/23/2000

R. SEELAUS & CO.,INC. (CHATHAM NJ)

NY

11/12/1997 - 12/17/1999

LEBENTHAL & CO., INC. (NEW YORK NY)

NY

07/21/1995 - 05/06/1997

FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)

NY

07/14/1994 - 09/27/1994

MURPHY & DURIEU (NEW YORK NY)

NJ

08/23/1991 - 05/20/1994

WOLFE & HURST BOND BROKERS INC. (JERSEY CITY NJ)

NY

03/14/1985 - 02/12/1991

ASIEL & CO. (NEW YORK NY)

NA

01/26/1984 - 01/22/1985

MABON, NUGENT & CO.

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Licenses & Designations

BOTH

Issued 07/06/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Hannan.
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