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Emil Sheikh

Investment Adviser Representative at TD Private Client Wealth LLC

Greenville, SCCRD #6924465Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Emil Sheikh is an investment adviser representative with TD Private Client Wealth LLC in Greenville, SC, where they have been registered since 2023. They have worked in the securities industry since 2018 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 30 states.

Office

200 Carolina Parkway, 4th Floor
Greenville, SC 29607

Advisors at this office: 34

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Illinois, Indiana, Iowa, Maine, Maryland, Michigan, Minnesota, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, Washington
Broker:
30 states and territories

Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Illinois, Indiana, Iowa, Maine, Maryland, Michigan, Minnesota, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/13/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 4/19/2018
Series 7
General Securities Representative Examination
Passed 5/18/2026
Series 99
Operations Professional Examination
Passed 2/23/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/6/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

TD Private Client Wealth LLCCurrent
2/23/2023 – Greenville, SC
J.p. Morgan Securities LLC
1/13/2021 – 2/18/2023Greenville, SC
Wells Fargo Clearing Services, LLC
1/13/2020 – 12/1/2020Easley, SC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. J.P. Morgan Securities LLC
    Mar 2018 – Aug 2019Portland, OR
  2. JPMorgan Chase Bank, N.A
    Mar 2018 – Aug 2019Portland, OR
  3. Bank of America
    Sep 2016 – Mar 2018Portland, OR
  4. Wells Fargo Clearing Services, LLC
    Sep 2019 – Nov 2020Easley, SC
  5. Wells Fargo BANK, NA
    Sep 2019 – Nov 2020Easley, SC
  6. JP Morgan Chase Bank
    Nov 2020 – Feb 2023Greenville, SC
  7. JP Morgan Securities LLC
    Nov 2020 – Feb 2023Greenville, SC
  8. TD Bank N.A.
    Feb 2023 – no end date reportedGreenville, SC
  9. TD Private Client Wealth LLC
    Feb 2023 – no end date reportedGreenville, SC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About TD Private Client Wealth LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

TD Automated Investing (robo-advisor, digitally managed portfolios); TD Investment Services with a dedicated Financial Advisor and personalized TD Wealth Plan; Private Client Group offering a dedicated wealth management team, tailored wealth planning, investment advisory, planning specialist, and private client banking.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Robo-advisorAutomated InvestingFinancial PlanningWealth ManagementPrivate Client ServicesPortfolio ManagementGoals-based AdviceDigital Investing

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
503
Offices listed on AdvisorFinder:
28
Main office:
New York, NY
SEC file number:
801-77771

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

Other advisors at TD Private Client Wealth LLC

Showing 12 of 503 in the directory

View TD Private Client Wealth LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Emil Sheikh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Emil Sheikh (TD Private Client Wealth) - Fees & Credentials