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PE

Peter M. Eyestone

TOLLESON PRIVATE WEALTH MANAGEMENT
Dallas, TX 75205
Some features on this profile are disabled
CRD#: 2456099
PE

Professional summary

Peter Mark Eyestone is a registered financial advisor currently at TOLLESON PRIVATE WEALTH MANAGEMENT located in Dallas, Texas.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Peter has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Mark Eyestone's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 9, 2021 - Present

TOLLESON PRIVATE WEALTH MANAGEMENT

Office #1: 5500 Preston Road Suite 250, Dallas, TX 75205
RIA
CRD#: 111838
Dallas, TX
Past

September 17, 2008 - August 18, 2016

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
DALLAS, TX
Past

September 17, 2008 - August 18, 2016

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
DALLAS, TX
Past

March 26, 2008 - September 24, 2008

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
DALLAS, TX
Past

July 9, 2004 - September 24, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
DALLAS, TX
Past

July 11, 2003 - July 20, 2004

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

May 25, 2001 - February 4, 2003

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

June 20, 2000 - November 8, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

March 2, 2000 - July 6, 2000

COMMERZ MARKETS LLC

BD
CRD#: 41957
NEW YORK, NY
Past

December 5, 1994 - June 1, 1999

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TOLLESON PRIVATE WEALTH MANAGEMENT
THE TOLLESON GROUP, LP | TTG FINANCIAL ADVISORS LP | TOLLESON PRIVATE WEALTH MANAGEMENT, LP | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | TOLLESON PRIVATE WEALTH MANAGEMENT

CRD#: 111838 / SEC#: 801-57641

RIA
Registered Investment Advisory firm - (5/26/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(9/9/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/25/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/14/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/18/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 7/14/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 12/2/1994
General Securities Representative Examination

Current Firm

TP
TOLLESON PRIVATE WEALTH MANAGEMENT
THE TOLLESON GROUP, LP | TTG FINANCIAL ADVISORS LP | TOLLESON PRIVATE WEALTH MANAGEMENT, LP | TOLLESON PRIVATE WEALTH MANAGEMENT, LLC | TOLLESON PRIVATE WEALTH MANAGEMENT

CRD#: 111838 / SEC#: 801-57641

RIA
Registered Investment Advisory firm - (5/26/2000 Approved)
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Contact information

Main Address
5500 Preston Road Suite 250, Dallas, TX 75205
Mailing Address
Phone number
(214) 252-3250
Established
Firm type
Fiscal year end
# of Employees
102

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TOLLESON PRIVATE WEALTH MANAGEMENT, LLC JANUARY 2026 ADV PART 2A (1/29/2026)

Regulatory assets under management

Total Number of Accounts3,985
AUM (Assets Under Management)$ 8,759,140,273

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/26/2025
Cover Page
Report
12/29/2024
Cover Page
Report
03/01/2024
Cover Page
Report
01/26/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TOLLESON PRIVATE WEALTH MANAGEMENT

CRD#: 111838Dallas, TX 75205

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