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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

OMAR METWALY

Advisor at TD PRIVATE CLIENT WEALTH LLC

Washington, DC | VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45f0f410-7f73-2aab-40a2-05bb4b3fdfa9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 9, 2024 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TD PRIVATE CLIENT WEALTH LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 10
Exams: S66
First exam: Dec 20, 2023
First registration: Jan 9, 2024
Dual registered: yes, broker-dealer
Other names: Omar Metwaly|OMAR AHMEDSAMIH METWALY
IAPD individual key: 7694816

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TD PRIVATE CLIENT WEALTH LLC	Bd affiliated wealth	Jul 17, 2026	n/a	yes	Washington, DC\|VIENNA, VA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 24, 2025	Jan 15, 2026	no	WASHINGTON, DC\|WASHINGTON, DC\|BETHESDA, MD\|WASHINGTON, DC	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 10, 2025	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 9, 2024	Mar 31, 2025	no	TYSONS CORNER, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD PRIVATE CLIENT WEALTH LLC	Jan 15, 2026	Jul 17, 2026	183	Firm change	Wirehouse to ibd
STRATEGIC ADVISERS LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 10, 2025	Jul 24, 2025	105	Firm change	Ibd to wirehouse
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:7691:MA:2025-04-08	Apr 10, 2025	Jul 24, 2025	BOSTON, MA	Firm change

Relationships

Registered with (4)

→ TD PRIVATE CLIENT WEALTH LLCRegistered adviserregistration: current employment
Jul 17, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 24, 2025 to Jan 15, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 10, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 9, 2024 to Mar 31, 2025factForm ADV

Dated events

Occurred
Jan 15, 2026
Advisor changed firm
Omar Metwaly left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Td Private Client Wealth Llc (registered 2026-07-17)
Form ADVobserved 5 days ago
Occurred
Apr 10, 2025
Advisor changed firm
Omar Metwaly left Strategic Advisers Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-07-24)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45f0f410-7f73-2aab-40a2-05bb4b3fdfa9
First observed: Jan 9, 2024
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OMAR METWALY

Advisor at TD PRIVATE CLIENT WEALTH LLC

Washington, DC | VIENNA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45f0f410-7f73-2aab-40a2-05bb4b3fdfa9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TD PRIVATE CLIENT WEALTH LLC

Bd affiliated wealth

Jul 17, 2026

n/a

yes

Washington, DC|VIENNA, VA

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jul 24, 2025

Jan 15, 2026

WASHINGTON, DC|WASHINGTON, DC|BETHESDA, MD|WASHINGTON, DC

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

Mar 31, 2025

Apr 10, 2025

BOSTON, MA

Previous registration

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Jan 9, 2024

Mar 31, 2025

TYSONS CORNER, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TD PRIVATE CLIENT WEALTH LLC

Jan 15, 2026

Jul 17, 2026

183

Firm change

Wirehouse to ibd

STRATEGIC ADVISERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 10, 2025

Jul 24, 2025

105

Firm change

Ibd to wirehouse

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

Mar 31, 2025

Bulk transfer

Ibd to ibd

Team

Left

Joined

From

Kind

104555:7691:MA:2025-04-08

Apr 10, 2025

Jul 24, 2025

BOSTON, MA

Firm change