ME
CFP · ChFC
ME
CFP · ChFC

Metehan Erim

19 Years of Experience
New York, NY
1 DisclosureBroker

Metehan Erim is a CFP, ChFC-designated registered investment advisor at TD Private Client Wealth LLC, based in New York, NY, with 19 years of industry experience. Metehan 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
Fee-Only (% of Portfolio)
Firm Size
449 advisors
Number of Clients
25,685 clients
Average Client Portfolio
$321K average
Assets Under Management
$8.3B

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.

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Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2013
Denied
Employment History
Current Registrations
TD Private Client Wealth LLCBroker
May 2022 - Present · 4 yrs
TD Private Client Wealth LLC
May 2022 - Present · 4 yrs
Previous Registrations
LPL Financial LLCBroker
June 2021 - May 2022 · 11 mos
LPL Financial LLC
June 2021 - May 2022 · 11 mos
M&t Securities, INC.
April 2017 - June 2021 · 4 yrs 2 mos
M&t Securities, INC.Broker
April 2017 - June 2021 · 4 yrs 2 mos
Waddell & Reed
September 2015 - April 2017 · 1 yr 7 mos
Waddell & ReedBroker
September 2015 - April 2017 · 1 yr 7 mos
J.P. Morgan Securities LLC
October 2012 - July 2014 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2014 · 1 yr 9 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.
May 2008 - May 2009 · 1 yr
Wamu Investments, INC.Broker
May 2008 - May 2009 · 1 yr
Ameriprise Financial Services, INC.Broker
October 2004 - May 2007 · 2 yrs 7 mos
Ids Life Insurance CompanyBroker
October 2004 - July 2006 · 1 yr 9 mos
State Registrations15 states
CACTDEFLMAMDMINCNJNYOHPASCTXUT
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.