Eric Bennett, financial advisor Dallas TX

Eric Bennett

CRD Number: 2113011
Current Firm: Tolleson Private Wealth Management

Eric Bennett (CRD# 2113011) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Tolleson Private Wealth Management, LP Dallas, TX Dec 2017 - Current 6
Tolleson Private Wealth Management, LP Dallas, TX May 2017 - Nov 2017 < 1
Satori Capital Dallas, TX May 2016 - Mar 2017 < 1
Ut Dallas Center For Brainhealth Dallas, TX Apr 2013 - Nov 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Eric W. Bennett
Phone Number: 214-252-3250
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,594
    MILLIONS
  • Total Number of Accounts
    3,857
    ACCOUNTS
  • Average Account Value
    $1,968,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, LA, NC, NY, OK, TX

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