Travis Max Reiner
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.
Travis Max Reiner is an investment adviser representative with TD Private Client Wealth LLC in New York, NY, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with Citigroup Global Markets Inc. 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 63 (state securities agent). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
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.
- University Of PittsburghAug 2016 – Apr 2020Pittsburgh, PA
- Park Avenue Securities LLCOct 2020 – Apr 2021Melville, NY
- JPMorgan Chase Bank, N.A.Jun 2021 – Oct 2022East Meadows, NY
- J.P. Morgan Securities LLCJun 2021 – Oct 2022East Meadows, NY
- Forest Hills Financial GroupOct 2020 – Apr 2021Melville, NY
- Bank of AmericaJun 2017 – Aug 2017Garden City, NY
- Guardian Life Insurance Company of AmericaOct 2020 – Apr 2021Melville, NY
- UnemployedMay 2020 – Sep 2020Bellmore, NY
- UnemployedMay 2021 – May 2021Bellmore, NY
- CitigroupNov 2022 – Feb 2025New York, NY
- CION InvestmentsFeb 2025 – Mar 2026New York, NY
- TD Bank N.A.Mar 2026 – no end date reportedNew York, NY
- TD Private Client Wealth LLCMar 2026 – no end date reportedNew York, NY
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
Showing 12 of 503 in the directory
Similar advisors in New York, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Travis Max Reiner 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched