RBC Capital Markets
44yrs
Top advisor by experience in White Plains
4yrs
Vikram Kumar
Financial advisor at TD Private Client Wealth
Vikram Kumar is a fiduciary financial advisor in White Plains, New York, with 4 years in the industry. Vikram joined TD Private Client Wealth in 2025, after a year at J.P. Morgan Securities and a year at Merrill. 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
Experience4 years (since 2023)
How that compares ?4 years in the industry
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 ?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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowTD Private Client Wealth LLCCurrent firm
- May 2024 – Jun 2025J.P. Morgan Securities LLCPreviously
- Jan 2023 – May 2024MerrillPreviously
Contact Vikram
1133 Westchester AveWhite Plains, NY 10604Office · Get directions Firm main line(877) 703-9896Headquarters: TD Private Client Wealth · New York, NY
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Questions to ask Vikram
Tailored to Vikram’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 Vikram
How do I contact Vikram?
Call TD Private Client Wealth at (877) 703-9896 and ask for Vikram Kumar. Vikram works from the White Plains, NY office.
How long has Vikram been a financial advisor?
Vikram has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Vikram hold?
Series 66. Tap any license on this page to see what it allows.
Is Vikram a fiduciary?
Vikram is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vikram paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Vikram 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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