ID
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Iglika Dimitrova

6 Years of Experience
New Brunswick, NJ
Broker

Iglika Dimitrova is a registered investment advisor at TD Private Client Wealth LLC, based in New Brunswick, NJ, with 6 years of industry experience. Iglika 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

70 Bayard Street, New Brunswick, NJ, 08901

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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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Other Business Activities

Iglika is the 100% owner and director of Dance Passion NJ, LLC, a dance school offering ballroom dance classes. She spends a few hours per week overseeing the business on evenings and weekends.

Employment History
Current Registrations
TD Private Client Wealth LLC
June 2022 - Present · 4 yrs 1 mo
TD Private Client Wealth LLC
June 2022 - Present · 4 yrs 1 mo
TD Private Client Wealth LLCBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Prudential Financial Planning Services
November 2020 - June 2022 · 1 yr 7 mos
Pruco Securities, LLC.Broker
October 2020 - June 2022 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - December 2018 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - December 2018 · 1 yr 4 mos
State Registrations7 states
DEFLNJNYPATXWA
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.