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Advisors / South Carolina / Greenville
2yrs

Eliot Ness

Financial advisor at TD Private Client Wealth

Eliot Ness has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Greenville, South Carolina. After a year at Integrity Alliance, Eliot joined TD Private Client Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. TD Private Client Wealth reports being paid through a percentage of assets.

One of 749 advisors with offices in Greenville, and one of 712 fiduciaries.

Greenville, SC 29607Fiduciary advisor

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office200 Carolina Point Parkway 4th Floor, Greenville, SC 29607
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Aug 2026 – now
  2. Jan 2026 – Jul 2026

Questions to ask Eliot

Tailored to Eliot’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Eliot

How do I contact Eliot?

Call TD Private Client Wealth at (877) 703-9896 and ask for Eliot Ness. Eliot works from the Greenville, SC office.

How long has Eliot been a financial advisor?

Eliot has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Eliot hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Eliot a fiduciary?

Eliot is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eliot paid?

TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Eliot 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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