TD Bank - Dmitry Gurvich Relationship Manager NMLS #431999

(347) 859-7415
(347) 859-7415
Dmitry.Gurvich@td.com
Registered Address
1 Vanderbilt Avenue
New York, NY 10017
US
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About Dmitry Gurvich

As a Private Client Relationship Manager, Dmitry delivers TD Wealth’s full offering of private client banking, lending, investment management, trust and estate planning services to high net worth individuals and institutional clients 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 this strategy, Dmitry leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to identify the needs of each client. As the primary point of contact, he develops an extensive relationship with each client and works closely with the assembled team to support their needs.

Prior to joining TD Wealth in 2013, Dmitry held roles as a Premier Relationship Advisor at HSBC and a Financial Specialist at Wells Fargo.

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 66
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
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Education

Rider University
MBA in Finance
B.S. in Finance and Global Business

Dmitry can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
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TD Automated Investing Plus
TD Automated Investing Plus
Get the ease and convenience of TD Automated Investing—plus guidance from TD Wealth Financial Advisors, who will help you refine and develop your investment goals.
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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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