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Andrew Nolan Puryear

Tolleson Private Wealth Management

Dallas, TX

CRD 5250429

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Employer firm

Tolleson Private Wealth Management CRD 111838

$9.26B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • INVESTMENT DUE DILIGENCE AND MONITORING

From the firm’s Form ADV. Read the guides:

Current Employers
Tolleson Private Wealth Management

5500 Preston Road Suite 250, Dallas, TX 75205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-29
  • TX RA
    APPROVED
    Since 2021-01-29

Branch Locations

5500 Preston Road Suite 250, Dallas, TX 75205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Dallas TX 11/2011 12/2020
Tolleson Private Wealth Management Dallas TX 01/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-12
S63 Uniform Securities Agent State Law Examination 2007-01-04
  • S66 Uniform Combined State Law Examination
    2013-08-12
  • S63 Uniform Securities Agent State Law Examination
    2007-01-04
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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