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Daniel Darling

Financial advisor at TD Private Client Wealth

Daniel Darling is a fiduciary financial advisor in Annapolis, Maryland, registered since Jan 2026. Daniel has been with TD Private Client Wealth since 2026. TD Private Client Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.

One of 474 advisors with offices in Annapolis, and one of 446 fiduciaries.

Annapolis, MD 214012 licenses alreadyFiduciary advisor

At a glance

ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office2103 Commerce Park Drive, Annapolis, MD 21401
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. Jul 2026 – now

Questions to ask Daniel

Tailored to Daniel’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 Daniel

How do I contact Daniel?

Call TD Private Client Wealth at (877) 703-9896 and ask for Daniel Darling. Daniel works from the Annapolis, MD office.

How long has Daniel been a financial advisor?

Daniel is new to the profession, registered since Jan 2026, and holds 2 licenses.

What licenses does Daniel hold?

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

Is Daniel a fiduciary?

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

How is Daniel paid?

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