Managing Director · Tolleson Private Wealth Management
Brent A Young
CRD 5065167 · Named on Form ADV at one SEC-registered adviser
At a glance
Tolleson Private Wealth Management, an SEC-registered private fund adviser based in Dallas, TX with $9.3 billion in regulatory assets, lists Brent A Young on its Form ADV as Managing Director, a control person.
Firms and roles
- Tolleson Private Wealth ManagementManaging DirectorPrivate fund adviser · Dallas, TX · $9.3B in regulatory assets
AtlasMembers
Brent’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Brent’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (20)
- John C. TollesonExecutive Chairman, Tolleson Private Wealth Management
- Gregory S. HallSenior Managing Director, Tolleson Private Wealth Management
- Michael R HeldManaging Director, Tolleson Private Wealth Management
- John C. Tolleson Jr.Chief Executive Officer, Tolleson Private Wealth Management
- Andrea C. HulcyChief Financial Officer, Tolleson Private Wealth Management
15 more people named with Brent on the same filings, with titles and firms. Free in Atlas with a free account.
See all 20 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.