Salvatore Leone is a registered investment advisor at TD Private Client Wealth LLC, based in Ramsey, NJ, with 22 years of industry experience. Salvatore 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
1100 Lake Street, 3rd Floor, Ramsey, NJ, 07446
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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.
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Salvatore is a director at Apex Petrochemical, Inc., marketing fuel sales, dedicating a few hours per week. He is also a board member at Saker Energy Systems Incorporated, focusing on business development and growth, also dedicating a few hours per week.
Employment History
Current Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
David Lerner Associates, INC.Broker
Hold Brothers On-Line Investment Services L.L.C.Broker
Swm Securities, INC.Broker
Monarch Financial Corporation of AmericaBroker
Firstar Investment Services,inc.Broker
Conseco Securities, INC.Broker
First Summit Securities, INC.Broker
State Registrations2 states
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.