Tyler Atha, financial advisor Dallas TX
90 score

Tyler Atha

CRD Number: 5623808
Current Firm: Tolleson Private Wealth Management

Tyler Atha (CRD# 5623808) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Tyler Atha has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tolleson Private Wealth Management Dallas, TX Jul 2009 - Current 7
Merrill Lynch Dallas, TX Jan 2009 - May 2009 < 1
Southern Methodist University Dallas, TX Aug 2005 - May 2009 3
Rockwood Investment Partners, LP Dallas, TX Jan 2008 - Jun 2008 < 1

Tyler Atha has no recent exams reported.
Contact Info for Tyler P. Atha
Phone Number: 214-252-3250
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,532
    MILLIONS
  • Total Number of Accounts
    2,905
    ACCOUNTS
  • Average Account Value
    $1,560,131
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

CA, CO, LA, NY, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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