Michael R. Held

TOLLESON PRIVATE WEALTH MANAGEMENT

Dallas, TX 75205

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CRD#: 4060036

Professional summary

Michael R Held is a registered financial advisor currently at TOLLESON PRIVATE WEALTH MANAGEMENT located in Dallas, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 1 firm and has passed the Series 65 exam.

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 Michael R Held'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

January 27, 2015 - Present

TOLLESON PRIVATE WEALTH MANAGEMENT

Office #1: 5500 Preston Road Suite 250, Dallas, TX 75205

RIA

CRD#: 111838

Dallas, TX

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".

TOLLESON PRIVATE WEALTH MANAGEMENT

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

Arizona
(9/11/2019)

IAR

Texas
(1/27/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/2014

Uniform Investment Adviser Law Examination

Current Firm

TOLLESON PRIVATE WEALTH MANAGEMENT

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

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TOLLESON PRIVATE WEALTH MANAGEMENT JUNE 30, 2025 ADV PART 2A (6/30/2025)

Regulatory assets under management

Total Number of Accounts	3,985
AUM (Assets Under Management)	$ 8,759,140,273

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

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Michael R. Held

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael R Held's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOLLESON PRIVATE WEALTH MANAGEMENT

Primary Firm SEC Registration

TOLLESON PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2014

Current Firm

TOLLESON PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TOLLESON PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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