Citigroup Global Markets
38yrs
Top advisor by experience in Bronx
3yrs
Cesar Basora
Financial advisor at TD Private Client Wealth
Cesar Basora is a fiduciary financial advisor in Bronx, New York, with 3 years in the industry. Cesar joined TD Private Client Wealth in 2026, after less than a year at LPL Enterprise 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 79 advisors with offices in Bronx, and one of 74 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office650 Pelham Parkway South, Bronx, NY 10462
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
- Mar 2026 – nowTD Private Client Wealth LLCCurrent firm
- Mar 2025 – Aug 2025LPL Enterprise, LLCPreviously
- Feb 2024 – Mar 2025MerrillPreviously
Contact Cesar
(877) 703-9896Firm headquarters in New York, NY. Ask for Cesar. 650 Pelham Parkway SouthBronx, NY 10462Office · Get directions
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Questions to ask Cesar
Tailored to Cesar’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Cesar
How do I contact Cesar?
Call TD Private Client Wealth at (877) 703-9896 and ask for Cesar Basora. Cesar works from the Bronx, NY office.
How long has Cesar been a financial advisor?
Cesar has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Cesar hold?
Series 66. Tap any license on this page to see what it allows.
Is Cesar a fiduciary?
Cesar is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cesar paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Cesar 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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