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Todd William Patterson

HILLTOP SECURITIES INC.·DALLAS, Texas
SIE, Series 24Clean recordHILLTOP SECURITIES INC.
1201 ELM STREET, SUITE 3500, DALLAS, TX 75270CRD# 4814563Firm CRD# 6220

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd William Patterson · DALLAS, TX
Registration
CRD #4814563 · HILLTOP SECURITIES INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HILLTOP SECURITIES INC.
CRD 6220 · SEC 801-55529
AUM
$1.9B
Regulatory assets under management
Employees
113
4,546 client accounts
Services offered by HILLTOP SECURITIES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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04

Frequently Asked Questions

What services does Todd William Patterson offer?
Todd William Patterson specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Todd William Patterson's credentials?
Todd William Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd William Patterson located?
Todd William Patterson is based in DALLAS, Texas, working with HILLTOP SECURITIES INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Todd William Patterson charge for services?
Todd William Patterson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HILLTOP SECURITIES INC.?
HILLTOP SECURITIES INC. has approximately 113 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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