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Andrew Teichman

15 Years of Experience
White Plains, NY
Broker

Andrew Teichman is a registered investment advisor at TD Private Client Wealth LLC, based in White Plains, NY, with 15 years of industry experience. Andrew 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

1133 Westchester Ave, White Plains, NY, 10604

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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 LLCBroker
August 2023 - Present · 2 yrs 11 mos
TD Private Client Wealth LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Morgan Stanley
August 2014 - August 2023 · 9 yrs
Morgan StanleyBroker
August 2014 - August 2023 · 9 yrs
J.P. Morgan Securities LLCBroker
October 2012 - August 2014 · 1 yr 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2014 · 1 yr 10 mos
Chase Investment Services CORP.
July 2011 - October 2012 · 1 yr 3 mos
Chase Investment Services CORP.Broker
January 2011 - October 2012 · 1 yr 9 mos
State Registrations12 states
CACTFLMANCNJNMNYOHPASCTX
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.