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Danny Nguyen

17 Years of Experience
Fairfax City, VA
Broker

Danny Nguyen is a registered investment advisor at TD Private Client Wealth LLC, based in Fairfax City, VA, with 17 years of industry experience. Danny 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

11098 Fairfax Boulevard, Fairfax City, VA, 22030

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
TD Private Client Wealth LLC
November 2024 - Present · 1 yr 8 mos
TD Private Client Wealth LLC
November 2024 - Present · 1 yr 8 mos
TD Private Client Wealth LLCBroker
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2023 - November 2024 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2023 - November 2024 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC
October 2021 - May 2023 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2021 - May 2023 · 1 yr 9 mos
Hsbc Securities (USA) INC.Broker
September 2020 - July 2021 · 10 mos
Suntrust Investment Services, INC.Broker
May 2013 - June 2020 · 7 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2008 - March 2013 · 5 yrs 2 mos
State Registrations6 states
DEFLMDNYPAVA
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.
Danny Nguyen - Financial Advisor | TrueAdvisor