Adviser and broker representative · Td Private Client Wealth LLC
Samara Wald
CRD 8000926 · North Providence, RI
At a glance
Samara Wald is an investment adviser representative with Td Private Client Wealth LLC in North Providence, RI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samara’s SEC record dates to 2025, about 1 years ago. Samara is also registered as a broker representative.
Current advisory firm
- Td Private Client Wealth LLCSince November 2025North Providence, RI · $8.6B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 6 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Samara’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.