TM
CFA
TM
CFA

Thanarat Metrius

5 Years of Experience
Sarasota, FL
Broker

Thanarat Metrius is a CFA-designated registered investment advisor at TD Private Client Wealth LLC, based in Sarasota, FL, with 5 years of industry experience. Thanarat 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

3450 Clark Road, Sarasota, FL, 34231

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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
December 2024 - Present · 1 yr 5 mos
TD Private Client Wealth LLCBroker
December 2024 - Present · 1 yr 5 mos
TD Private Client Wealth LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
AXA Advisors, LLC
October 2011 - April 2012 · 6 mos
AXA Advisors, LLCBroker
July 2011 - April 2012 · 9 mos
State Registrations4 states
FLNJNYPA
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.
Thanarat Metrius - Financial Advisor | TrueAdvisor