Rafael Menna Barreto Gregori
Investment Adviser Representative at TD Private Client Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rafael Menna Barreto Gregori is an investment adviser representative with TD Private Client Wealth LLC in West Palm Beach, FL, where they have been registered since 2026. They have worked in the securities industry since 2025 and have been registered with 3 firms, including ESI Financial Advisors and Morgan Stanley. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in California and Florida.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Florida
- Broker:
2 states and territories
California, Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WMB PartnersMar 2016 – Apr 2024Miami, FL
- National LIFE GroupMay 2024 – May 2026Boca Raton, FL
- Equity Services IncSep 2025 – May 2026Montpelier, VT
- TD Private Client Wealth LLCMay 2026 – no end date reportedDelray Beach, FL
- TD Bank N.A.May 2026 – no end date reportedDelray Beach, FL
Official records & sources
Data as of June 21, 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.
Client types the firm serves
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 profileOther advisors at TD Private Client Wealth LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rafael Menna Barreto Gregori 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.
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