RBC Capital Markets
44yrs
Top advisor by experience in White Plains
29yrs
Michael David
Financial advisor at TD Private Client Wealth
Michael David is a fiduciary financial advisor in White Plains, New York, with 29 years in the industry. Michael joined TD Private Client Wealth in 2026, after nine years at Raymond James & Associates and eight years at Deutsche Bank Securities. TD Private Client Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 339 advisors with offices in White Plains, and one of 294 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 9% by experience at TD Private Client Wealth
Office1133 Westchester Ave, White Plains, NY 10604
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?2 states
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
- Jun 2026 – nowTD Private Client Wealth LLCCurrent firm
- 2016 – 2025Raymond James & Associates, Inc.Previously
- 2008 – 2016Deutsche Bank Securities Inc.Previously
Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call TD Private Client Wealth at (877) 703-9896 and ask for Michael David. Michael works from the White Plains, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1998, about 29 years. Top 9% by experience at TD Private Client Wealth.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Michael 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.
Other advisors nearby
Stifel, Nicolaus & Company
44yrs
Top 1% by experience in White Plains
Merrill
43yrs
Top 1% by experience in White Plains
Merrill
43yrs
Top 1% by experience in White Plains
Stifel, Nicolaus & Company
43yrs
Top 1% by experience in White Plains
Stifel, Nicolaus & Company
43yrs
Top 1% by experience in New York