Osaic Wealth
41yrs
Top advisor by experience in Flushing
1yr
Vanness Liu
Financial advisor at TD Private Client Wealth
Vanness Liu has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Flushing, New York. Vanness 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 101 advisors with offices in Flushing, and one of 87 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office56-50 Main Street, Flushing, NY 11355
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
- Aug 2026 – nowTD Private Client Wealth LLCCurrent firm
Contact Vanness
(877) 703-9896Firm headquarters in New York, NY. Ask for Vanness. 56-50 Main StreetFlushing, NY 11355Office · Get directions
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Questions to ask Vanness
Tailored to Vanness’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 Vanness
How do I contact Vanness?
Call TD Private Client Wealth at (877) 703-9896 and ask for Vanness Liu. Vanness works from the Flushing, NY office.
How long has Vanness been a financial advisor?
Vanness has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Vanness hold?
Series 66. Tap any license on this page to see what it allows.
Is Vanness a fiduciary?
Vanness is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vanness paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Vanness 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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