B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
21yrs
Lars Petersen
Financial advisor at TD Private Client Wealth
Based in Brooklyn, New York, Lars Petersen is a fiduciary financial advisor with 21 years of industry experience. Lars joined TD Private Client Wealth in 2025, after six years at Citigroup Global Markets and a year at Capital One Advisors. TD Private Client Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 22% by experience at TD Private Client Wealth
Office269 5th Avenue, Brooklyn, NY 11215
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
- Apr 2025 – nowTD Private Client Wealth LLCCurrent firm
- 2018 – 2024Citigroup Global Markets Inc.Previously
- Jan 2015 – Jun 2016Capital One Advisors, LLCPreviously
- 2012 – 2015Capital One Financial Advisors LLCPreviously
- Oct 2012 – Oct 2012J.P. Morgan Securities LLCPreviously
- Mar 2012 – Oct 2012Chase Investment Services Corp.Previously
Contact Lars
269 5th AvenueBrooklyn, NY 11215Office · Get directions Firm main line(877) 703-9896Headquarters: TD Private Client Wealth · New York, NY
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Questions to ask Lars
Tailored to Lars’s registration and firm.
- 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 Lars
How do I contact Lars?
Call TD Private Client Wealth at (877) 703-9896 and ask for Lars Petersen. Lars works from the Brooklyn, NY office.
How long has Lars been a financial advisor?
Lars has been in the industry since 2005, about 21 years. Top 22% by experience at TD Private Client Wealth.
What licenses does Lars hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lars a fiduciary?
Lars is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lars paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Lars 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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