Adviser and broker representative · Td Private Client Wealth LLC
Gavin F. Jeffers
CRD 8142550 · Hauppauge, NY
At a glance
Gavin F. Jeffers is an investment adviser representative with Td Private Client Wealth LLC in Hauppauge, NY, according to the SEC’s Investment Adviser Public Disclosure records. Gavin is also registered as a broker representative.
Current advisory firm
- Td Private Client Wealth LLCSince August 2026Hauppauge, NY · $8.6B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Gavin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.