TD Bank - Adam Bracy Relationship Manager NMLS #573031

(215) 290-9007
(215) 290-9007
Adam.Bracy@td.com
Registered Address
336 Route 70 West
Marlton, NJ 08053
US
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About Adam Bracy

As a Private Client Relationship Manager, Adam delivers TD Wealth’s full offering of private client banking, lending, investment, trust, and estate services to high-net-worth individuals in his market. He works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, he leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, he develops an extensive relationship with each client and works closely with the team assembled to support their needs.

Prior to joining TD Wealth in 2013, Adam held roles as a Relationship Manager at PNC Wealth Management and as a Private Banker at Wachovia Bank.

Adam Bracy is a graduate of the Drexel University with a Business Degree from the Lebow College of Business in 2004. He currently holds his FINRA Series 7,63 and 65 registrations.

Languages available

English

Services

  • Mortgages and Home Equity Lines
  • Custom Credit
  • Financial Planning
  • Investment Management Services
  • Trust & Estate Planning
  • Institutional Services
  • Private Client Banking

Registrations

  • Series 7
    An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
    An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
  • Series 63
    The Series 63 is a securities exam and license entitling the holder to solicit orders for any type of security in a particular state, that they are registered in
    The Series 63 is a securities exam and license entitling the holder to solicit orders for any type of security in a particular state, that they are registered in
  • Series 65
    The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
    The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
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Education

Drexel University
Bachelor of Science degree

Adam can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
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TD Automated Investing Plus
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TD Investment Services (US)
TD Investment Services (US)
Work with a dedicated Relationship Manager to build a diversified portfolio and a customized TD Wealth Plan built around your personal goals.
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Private Client Group
Private Client Group
Receive our highest level of service and allow us to manage all of your banking, investing and lending needs—led by a dedicated Relationship Manager.
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