Equitable Advisors
37yrs
Top advisor by experience in New Hyde Park
19yrs
Stephen Bornet
Financial advisor at TD Private Client Wealth
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 73% of advisors at TD Private Client Wealth
Office110 Hillside Ave, New Hyde Park, NY 11040
How the firm is paid ?Percent of assets
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2023 – nowTD Private Client Wealth LLCCurrent firm
- 2019 – 2023Harrisdirect LLCPreviously
- 2012 – 2019TD Ameritrade, Inc.Previously
- 2012 – 2019TD Ameritrade Investment Management, LLCPreviously
Questions to ask Stephen
Tailored to Stephen’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 Stephen
How do I contact Stephen?
Call TD Private Client Wealth at 877-703-9896 and ask for Stephen Bornet. Stephen works from the New Hyde Park, NY office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2008, about 19 years. More experience than 73% of advisors at TD Private Client Wealth.
What licenses does Stephen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Stephen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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