Unclaimed Profile

Dorothy Pirtle Reeder

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas

Series 7, Series 31, Series 53, Series 63, Series 6524 years registeredTOLLESON PRIVATE WEALTH MANAGEMENT, LP

1722 ROUTH STREET, DALLAS, TX 75201CRD# 1570799Firm CRD# 111838

Profile Verification

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

Identity

Dorothy Pirtle Reeder · DALLAS, TX

Registration

CRD #1570799 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TOLLESON PRIVATE WEALTH MANAGEMENT, LP

TOLLESON PRIVATE WEALTH MANAGEMENT

Oct 2014 – Mar 2024

DALLAS, TX

J.P. MORGAN SECURITIES LLC

Oct 2008 – May 2012

DALLAS, TX

J. P. MORGAN SECURITIES INC.

Sep 2006 – Oct 2008

DALLAS, TX

JPMORGAN SECURITIES INC

Feb 2005 – Sep 2006

DALLAS, TX

BANC ONE SECURITIES CORPORATION

Jun 2002 – Mar 2004

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 53

Series 63

Series 65

Registration record

First registered · June 21, 2002

Years registered · 24

Disclosure History

2000Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Dorothy Pirtle Reeder offer?

Dorothy Pirtle Reeder specializes in Financial Planning, Investment Management, Retirement Planning.

What are Dorothy Pirtle Reeder's credentials?

Dorothy Pirtle Reeder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dorothy Pirtle Reeder located?

Dorothy Pirtle Reeder is based in DALLAS, Texas, last registered with TOLLESON PRIVATE WEALTH MANAGEMENT, LP.

How does Dorothy Pirtle Reeder charge for services?

Dorothy Pirtle Reeder'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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