Unclaimed Profile

Todd Laverne Clendening

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas

Series 7, Series 24, Series 63, Series 6525 years registeredTOLLESON PRIVATE WEALTH MANAGEMENT, LP

5500 PRESTON ROAD STE 250, DALLAS, TX 75205CRD# 728543Firm CRD# 111838

Profile Verification

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

Identity

Todd Laverne Clendening · DALLAS, TX

Registration

CRD #728543 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP · 25 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

Nov 2010 – Jul 2017

DALLAS, TX

BLUFFVIEW RIA, LP

Mar 2006 – Nov 2010

DALLAS, TX

DEUTSCHE BANK SECURITIES INC.

Jan 2001 – Feb 2004

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 13, 2001

Years registered · 25

Disclosure History

2007Customer Dispute·Settled

1983Customer Dispute·Settled

2 disclosure events 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 Todd Laverne Clendening offer?

Todd Laverne Clendening specializes in Financial Planning, Investment Management, Retirement Planning.

What are Todd Laverne Clendening's credentials?

Todd Laverne Clendening is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Laverne Clendening located?

Todd Laverne Clendening is based in DALLAS, Texas, last registered with TOLLESON PRIVATE WEALTH MANAGEMENT, LP.

How does Todd Laverne Clendening charge for services?

Todd Laverne Clendening'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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