Andrew Nolan Puryear

CFA

Tolleson Private Wealth Management

18 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth

Tolleson Private Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

222 clients

Average Client Portfolio

$39.5M average

Assets Under Management

$8.8B

Fee Structure

Minimum Investment:$20M

Location

5500 Preston Road, Suite 250, Dallas, TX, 75205

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Tolleson Private Wealth Management

January 2021 - Present · 5 yrs 1 mo

Previous Registrations

UBS Financial Services INC.

August 2013 - December 2020 · 7 yrs 4 mos

UBS Financial Services INC.Broker

November 2011 - December 2020 · 9 yrs 1 mo

Sanford C. Bernstein & CO., LLCBroker

July 2008 - November 2011 · 3 yrs 4 mos

Prospera Financial Services, INC.Broker

December 2006 - July 2008 · 1 yr 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.