Jeffrey Glassgold
Jeffrey Glassgold is a registered investment advisor at TD Private Client Wealth LLC, based in West Palm Beach, FL, with 23 years of industry experience. Jeffrey 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
2130 Centrepark West Drive, West Palm Beach, FL, 33409
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Regulatory History (1)
Customer Dispute
June 2013Other Business Activities
Jeffrey is the sole proprietor of JG Aerial Imagery, taking aerial pictures of real estate with a drone. This activity takes minimal time on weekends.
Employment History
Current Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Churchill Management Group
PNC Investments
PNC InvestmentsBroker
Legend Advisory CORP
Legend Equities CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Atlas One Financial Group, LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.
Advest, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 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.