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Current Employers
Tolleson Private Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-16
  • TX RA
    APPROVED
    Since 2026-07-16

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
Federated Hermes Pittsburgh PA 07/2007 03/2023
Michael K. Mellon & Sons Laughlintown PA 03/2023 05/2024
Bel Air Investment Advisors Los Angeles CA 07/2024 06/2026
Tolleson Private Wealth Management Dallas TX 06/2026 Present
  • 07/2007 → 03/2023
    Federated Hermes
    Pittsburgh, PA
  • 03/2023 → 05/2024
    Michael K. Mellon & Sons
    Laughlintown, PA
  • 07/2024 → 06/2026
    Bel Air Investment Advisors
    Los Angeles, CA
  • 06/2026 → Present
    Dallas, TX
Previous Registrations
Designations
Other Names
  • Patrick Strollo

View on SEC IAPD

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Other Offices

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