Margaret Czyz is a registered investment advisor at TD Private Client Wealth LLC, based in Hartford, CT, with 20 years of industry experience. Margaret 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
203 Trumball Street, Hartford, CT, 06103
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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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Margaret is a catechist for grade school students at St. Patrick Church since 2022. This non-investment related activity takes 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
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
Global Portfolio Strategies, INC.
Prudential Investment Management Services LLCBroker
Phoenix Equity Planning CorporationBroker
Raymond James Financial Services, INC.Broker
Cu Investment Solutions, INC.Broker
Tower Square Securities, INC.Broker
State Registrations6 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.