Morgan Stanley
47yrs
Top advisor by experience in New York
32yrs
Patrick DeFeciani
Financial advisor at TD Private Client Wealth
Patrick DeFeciani has worked in the financial industry for 32 years and is a fiduciary financial advisor based in New York, New York. After two years at Morgan Stanley and three years at Citigroup Global Markets, Patrick 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 4% by experience at TD Private Client Wealth
Office1 Vanderbilt Avenue 23rd Floor, New York, NY 10017
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
- Aug 2026 – nowTD Private Client Wealth LLCCurrent firm
- Feb 2025 – Aug 2026Morgan StanleyPreviously
- 2021 – 2024Citigroup Global Markets Inc.Previously
Questions to ask Patrick
Tailored to Patrick’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call TD Private Client Wealth at (877) 703-9896 and ask for Patrick DeFeciani. Patrick works from the New York, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1994, about 32 years. Top 4% by experience at TD Private Client Wealth.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Patrick 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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