NZ
ChFC
NZ
ChFC

Nasser Zaermohammadi

5 Years of Experience
Mt. Laurel, NJ

Nasser Zaermohammadi is a ChFC-designated registered investment advisor at TD Private Client Wealth LLC, based in Mt. Laurel, NJ, with 5 years of industry experience. Nasser 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

9000 Horizon Way, Mt. Laurel, NJ, 08054

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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

Nasser holds a Real Estate Broker License in CT since the early 90s, but has not engaged in real estate business for at least 25 years. He renews the license as a potential fallback option for a part-time retirement career.

Employment History
Current Registrations
TD Private Client Wealth LLC
January 2021 - Present · 5 yrs 4 mos
State Registrations1 state
CT
Advisor

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.
Nasser Zaermohammadi - Financial Advisor | TrueAdvisor