Unclaimed Profile

Brittyn Russell Brender

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas

Series 7, Series 66Clean record20 years registeredTOLLESON PRIVATE WEALTH MANAGEMENT, LP

5500 PRESTON ROAD, DALLAS, TX 75205CRD# 3182065Firm CRD# 111838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brittyn Russell Brender · DALLAS, TX

Registration

CRD #3182065 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP · 20 years registered

Brand Profile

Not yet started

Career History

VERSANT CAPITAL MANAGEMENT, INC.

Apr 2026 – present

TOLLESON PRIVATE WEALTH MANAGEMENT

Sep 2019 – Apr 2025

DALLAS, TX

THE AYCO COMPANY,L.P.

Mar 2006 – Nov 2006

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 9, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOLLESON PRIVATE WEALTH MANAGEMENT, LP

CRD 111838 · SEC 801-57641

AUM

$8.2B

Regulatory assets under management

Employees

116

4,038 client accounts

Services offered by TOLLESON PRIVATE WEALTH MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at TOLLESON PRIVATE WEALTH MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Brittyn Russell Brender offer?

Brittyn Russell Brender specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Brittyn Russell Brender's credentials?

Brittyn Russell Brender is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brittyn Russell Brender located?

Brittyn Russell Brender is based in DALLAS, Texas, working with TOLLESON PRIVATE WEALTH MANAGEMENT, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Brittyn Russell Brender charge for services?

Brittyn Russell Brender's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOLLESON PRIVATE WEALTH MANAGEMENT, LP?

TOLLESON PRIVATE WEALTH MANAGEMENT, LP has approximately 116 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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