Marc Connolly is a registered investment advisor at TD Private Client Wealth LLC, based in Ridgewood, NJ, with 28 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
133 Franklin Avenue, Ridgewood, NJ, 07450
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Marc owns rental property in Fairfield, CT, since 2020, generating rental income. This activity is not investment-related.
Employment History
Current Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Financial Products, LLCBroker
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Blackrock Fund Distribution CompanyBroker
Blackrock Fund Advisors
Barclays Global Investors ServicesBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Worthington Capital Group, INC.Broker
Investors Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
C. J. M. Planning CORP.Broker
State Registrations1 state
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.