Unclaimed Profile

Timothy Michael Stobaugh

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas

Series 7, Series 24, Series 55, Series 63Clean record17 years registeredTOLLESON PRIVATE WEALTH MANAGEMENT, LP

5500 PRESTON ROAD, DALLAS, TX 75205CRD# 2458941Firm CRD# 111838

Profile Verification

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

Identity

Timothy Michael Stobaugh · DALLAS, TX

Registration

CRD #2458941 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP · 17 years registered

Brand Profile

Not yet started

Career History

TOLLESON PRIVATE WEALTH MANAGEMENT

Sep 2016 – present

GREENSTONE CAPITAL MANAGEMENT PARTNERS, LP

Oct 2008 – Dec 2012

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 55

Series 63

Registration record

First registered · October 1, 2008

Years registered · 17

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

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Timothy Michael Stobaugh offer?

Timothy Michael Stobaugh specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Timothy Michael Stobaugh's credentials?

Timothy Michael Stobaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Michael Stobaugh located?

Timothy Michael Stobaugh 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 Timothy Michael Stobaugh charge for services?

Timothy Michael Stobaugh'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →