Zachary Bognar

from Td Private Client Wealth LLC
SEC regulated
Regulated Investment Advisor
Zachary Bognar is a financial advisor based in New York, New York, with 13 years of experience. Zachary currently works for Td Private Client Wealth LLC. Zachary maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Zachary Bognar works at Td Private Client Wealth LLC
Td Private Client Wealth LLC is a financial advisory firm based in New York, New York. It currently has approximately $12,264,854,463 of assets under management and employs about 637 people. Td Private Client Wealth LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
and a percentage of assets under your management
Office location
1 Vanderbilt Avenue, 23rd Floor, New York, New York, 10017

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