Investment adviser representative · Tolleson Private Wealth Management
Pallavi Srivastava
CRD 5942984 · Dallas, TX
At a glance
Pallavi Srivastava is an investment adviser representative with Tolleson Private Wealth Management in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Pallavi’s SEC record dates to 2018, about 8 years ago.
Current advisory firm
- Tolleson Private Wealth ManagementSince October 2024Dallas, TX · $9.3B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Pallavi’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
- 2 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
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.