Janney Montgomery Scott
44yrs
Top advisor by experience in Media
40yrs
Brian Fee
Financial advisor at TD Private Client Wealth
Brian Fee is a fiduciary financial advisor in Media, Pennsylvania, with 40 years in the industry. After five years at Citizens Securities and three years at TD Ameritrade, Brian joined TD Private Client Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 125 advisors with offices in Media, and one of 106 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 1% by experience at TD Private Client Wealth
Office42 East Baltimore Pike, Media, PA 19063
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowTD Private Client Wealth LLCCurrent firm
- 2021 – 2026Citizens Securities, Inc.Previously
- 2018 – 2021TD Ameritrade, Inc.Previously
- 2018 – 2020TD Ameritrade Investment Management, LLCPreviously
- Mar 2017 – Feb 2018Scottrade Investment ManagementPreviously
- Nov 2016 – Mar 2017LPL Financial LLCPreviously
- May 2015 – Nov 2016Cuso Financial Services, L.P.Previously
- Sep 2014 – May 2015PNC Wealth Management LLCPreviously
Earlier career (3 more)
- Sep 2012 – Aug 2014Santander Securities LLCPreviously
- Sep 2011 – Sep 2012LPL Financial LLCPreviously
- 2006 – 2011Cuso Financial Services, L.P.Previously
Contact Brian
(877) 703-9896Firm headquarters in New York, NY. Ask for Brian. 42 East Baltimore PikeMedia, PA 19063Office · Get directions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call TD Private Client Wealth at (877) 703-9896 and ask for Brian Fee. Brian works from the Media, PA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1986, about 40 years. Top 1% by experience at TD Private Client Wealth.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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