Unclaimed Profile

Rachael Lee Reese

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas

Clean record13 years registeredTOLLESON PRIVATE WEALTH MANAGEMENT, LP

1722 ROUTH STREET, DALLAS, TX 75201CRD# 6156927Firm CRD# 111838

Profile Verification

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

Identity

Rachael Lee Reese · DALLAS, TX

Registration

CRD #6156927 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP · 13 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

Jan 2013 – Mar 2024

DALLAS, TX

Registrations & Exams

Registration record

First registered · January 22, 2013

Years registered · 13

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 Rachael Lee Reese offer?

Rachael Lee Reese specializes in Financial Planning, Investment Management, Retirement Planning.

What are Rachael Lee Reese's credentials?

Rachael Lee Reese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rachael Lee Reese located?

Rachael Lee Reese is based in DALLAS, Texas, last registered with TOLLESON PRIVATE WEALTH MANAGEMENT, LP.

How does Rachael Lee Reese charge for services?

Rachael Lee Reese'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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