MG
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Mark-Anthony Gibson

9 Years of Experience
Philadelphia, PA
Broker

Mark-Anthony Gibson is a registered investment advisor at TD Private Client Wealth LLC, based in Philadelphia, PA, with 9 years of industry experience. Mark-Anthony 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

2231 Cottman Avenue, Philadelphia, PA, 19149

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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
June 2023 - Present · 2 yrs 11 mos
TD Private Client Wealth LLC
June 2023 - Present · 2 yrs 11 mos
TD Private Client Wealth LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2022 - June 2023 · 10 mos
Citizens Investment Services
March 2021 - July 2021 · 4 mos
Citizens Securities, INC.Broker
March 2021 - July 2021 · 4 mos
Citizens Investment Services
January 2017 - December 2020 · 3 yrs 11 mos
Citizens Securities, INC.Broker
June 2015 - December 2020 · 5 yrs 6 mos
State Registrations3 states
NJPASC
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.