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Bryant Mathurin

9 Years of Experience
Nanuet, NY
Broker

Bryant Mathurin is a registered investment advisor at TD Private Client Wealth LLC, based in Nanuet, NY, with 9 years of industry experience. Bryant 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

104 Market Street E., Nanuet, NY, 10954

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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
July 2025 - Present · 10 mos
TD Private Client Wealth LLCBroker
July 2025 - Present · 10 mos
TD Private Client Wealth LLC
July 2025 - Present · 10 mos
Previous Registrations
LPL Enterprise, LLCBroker
November 2024 - July 2025 · 8 mos
LPL Enterprise, LLC
November 2024 - July 2025 · 8 mos
Pruco Securities, LLC.Broker
October 2023 - November 2024 · 1 yr 1 mo
Prudential Financial Planning Services
October 2023 - November 2024 · 1 yr 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2021 - October 2022 · 1 yr 1 mo
Advice and Planning Services
September 2021 - October 2022 · 1 yr 1 mo
Citigroup Global Markets INC.
September 2018 - August 2021 · 2 yrs 11 mos
Citigroup Global Markets INC.Broker
September 2018 - August 2021 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLC
July 2017 - August 2018 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2017 - August 2018 · 1 yr 1 mo
Morgan Stanley
August 2016 - February 2017 · 6 mos
Morgan StanleyBroker
June 2016 - February 2017 · 8 mos
AXA Advisors, LLCBroker
December 2015 - April 2016 · 4 mos
David Lerner Associates, INC.Broker
March 2015 - October 2015 · 7 mos
State Registrations2 states
NJNY
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.