PC
Peter C. Chilian
TOLLESON PRIVATE WEALTH MANAGEMENT
Dallas, TX 75205
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CRD#: 4705028
PC
Professional summary
Peter C Chilian, who also goes by Peter C Chilian, Peter Cook Chilian, 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 2003. Peter has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter C Chilian | Peter Cook Chilian
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.
UT SOUTHWESTERN MEDICAL FOUNDATION; INVESTMENT RELATED; 3889 MAPLE AVENUE, STE. 100, DALLAS, TX 75219; NONPROFIT; BOARD MEMBER; SEPTEMBER 2023; LESS THAN 10 HRS/MO; MEMBER OF THE BOARD OF TRUSTEES FOR THE UTSW MEDICAL FOUNDATION AND MEMBER OF THE INVESTMENT COMMITTEE. No Compensation received. HIGHLAND PARK LACROSSE; NOT INVESTMENT RELATED; DALLAS, TX 75205; YOUTH SPORTS LEAGUE; BOARD MEMBER; JANUARY 2023; LESS THAN 10 HRS/MO; OVERSEES FUNDRAISING AND OPERATIONS OF BOY'S LACROSSE PROGRAM IN THE HIGHLAND PARK ISD. No Compensation received. SALESMANSHIP CLUB OF DALLAS FOUNDATION; NOT INVESTMENT RELATED; 106 E. 10TH ST., DALLAS, TX 75203; NON-PROFIT SERVICE ORGANIZATION; BOARD MEMBER; OCTOBER 2022; LESS THAN 10 HRS/MO; MEMBER OF THE BOARD OF SCD FOUNDATION, Meets quarterly to review investment performance by outside managers. No Compensation received. Goodwill Industries of Dallas, Inc.; Not Investment Related; 3020 N. Westmoreland Rd. Dallas, Texas 75212; Non-Profit Service Organization; Board Member serving 3 year term; 1-5 Hours/Month; No Compensation received. SMU Cox School of Business Executive Board; Not Investment Related; 6425 Boaz St. Dallas, Texas 75275; Board Member for the SMU Cox School of Business; 1-5 Hours/Month; No Compensation received.
CRS (Client Relationship Summary) - RIA
Click below to view Peter C Chilian's 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®
NoneExperience
Current
April 4, 2025 - Present
TOLLESON PRIVATE WEALTH MANAGEMENT
Office #1: 5500 Preston Road Suite 250, Dallas, TX 75205RIA
CRD#: 111838
Dallas, TX
Past
May 8, 2024 - February 19, 2025
BDT & MSD PARTNERS, LLC
BD
CRD#: 150459
Dallas, TX
Past
October 1, 2008 - April 4, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Dallas, TX
Past
November 7, 2003 - October 1, 2008
J.P. MORGAN SECURITIES INC.
BD
CRD#: 18718
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".
TP
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
Texas(4/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
TP
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)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 12/29/2024 | ||
| 03/01/2024 | ||
| 01/26/2024 |
Red Flags
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Company Information
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838Dallas, TX 75205TRUST BUT VERIFY
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