CFA

Thomas Bisighini

10 Years of Experience

New York, NY

Broker

Thomas Bisighini is a CFA-designated registered investment advisor at TD Private Client Wealth LLC, based in New York, NY, with 10 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.6B in assets under management.

TD Private Client Wealth LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

519 advisors

Number of Clients

25,685 clients

Average Client Portfolio

$334K average

Assets Under Management

$8.6B

Fee Structure

Minimum Investment:$1M

Investment management only (planning not offered)

TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.

View Full SEC Brochure

Location

1 Vanderbilt Avenue, 23rd Floor, New York, NY, 10017

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

TD Private Client Wealth LLC

June 2022 - Present · 4 yrs 4 mos

TD Private Client Wealth LLCBroker

June 2022 - Present · 4 yrs 4 mos

Previous Registrations

Prudential Investment Management Services LLCBroker

January 1998 - September 2000 · 2 yrs 8 mos

Prudential Securities IncorporatedBroker

July 1994 - January 1998 · 3 yrs 6 mos

State Registrations23 states

AKCACOCTDEFLGAILMAMEMIMNNCNJNMNVNYOHPASCTXVAWA

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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