Tolleson Private Wealth Management

Tolleson Private Wealth Management (CRD# 111838) is a financial advisory firm headquartered in Dallas, TX. They manage $6,630,904,897 in 3,363 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,631
    MILLION
  • Total Number of Accounts
    3,363
    ACCOUNTS
  • Average Account Value
    $1,971,723
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Tolleson Private Wealth Management
Showing 1 - 10 of 29 top financial advisors.
1
Courtney R. Allen
CRD#: 6548827
5500 Preston Road Ste 250, Dallas, TX 75205

Courtney Allen (CRD# 6548827) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Courtney Allen 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.

2
Eric W. Bennett
CRD#: 2113011
5500 Preston Road Ste 250, Dallas, TX 75205

Eric Bennett (CRD# 2113011) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 29 years of experience in the finance industry.

3
Carmine J. Camerato Ii
CRD#: 6616611
5500 Preston Road Ste 250, Dallas, TX 75205

Carmine Camerato Ii (CRD# 6616611) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Carmine Camerato Ii 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.

4
Joshua J. Coury
CRD#: 6279363
5500 Preston Road Ste 250, Dallas, TX 75205

Joshua Coury (CRD# 6279363) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry.

5
Jeffrey K. Dunn
CRD#: 5422624
5500 Preston Road Ste 250, Dallas, TX 75205

Jeffrey Dunn (CRD# 5422624) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 13 years of experience in the finance industry. Jeffrey Dunn 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.

6
Dustin A. Eldridge
CRD#: 6140763
5500 Preston Road Ste 250, Dallas, TX 75205

Dustin Eldridge (CRD# 6140763) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 6 years of experience in the finance industry. Dustin Eldridge 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.

7
Marianna G. Fife
CRD#: 6314758
5500 Preston Road Ste 250, Dallas, TX 75205

Marianna Fife (CRD# 6314758) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Marianna Fife 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.

8
Christine M. Finn
CRD#: 6237195
5500 Preston Road Ste 250, Dallas, TX 75205

Christine Finn (CRD# 6237195) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 6 years of experience in the finance industry.

9
Gregory S. Hall
CRD#: 3135598
5500 Preston Road, Suite 250, Dallas, TX 75205

Gregory Hall (CRD# 3135598) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 22 years of experience in the finance industry. Gregory Hall 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.

10
Michael R. Held
CRD#: 4060036
5500 Preston Road Ste 250, Dallas, TX 75205

Michael Held (CRD# 4060036) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 5 years of experience in the finance industry.

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