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Eric Wayne Bennett

Tolleson Private Wealth Management

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About Eric Wayne Bennett

Eric Wayne Bennett is an Investment Advisor Representative at Tolleson Private Wealth Management, a firm based in Dallas, TX. Eric has been in the industry since 1991 and has held a variety of positions over the years, including a board position at the UT Dallas Center for BrainHealth, a strategic advisor to Impact Shares, an operating partner for Satori Capital, and a board member of the Baylor Healthcare Foundation. Eric also has a number of professional designations, including the designation of Chartered Financial Analyst. Eric is registered in Texas to provide investment advisory services.

Firm Information

Eric Bennett is currently registered with Tolleson Private Wealth Management. Tolleson Private Wealth Management is a Dallas, TX-based registered investment advisor with $8.2 billion in regulatory assets under management. They offer a variety of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles, and investment due diligence and monitoring. Their client base includes high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Tolleson Private Wealth Management

5500 PRESTON ROAD

DALLAS, TX 75205

$8.22B

Assets Under Management

3

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment due diligence and monitoring

Investment due diligence and monitoring

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Bennett’s Registration & Firm History

TX

12/14/2017 - Present

Tolleson Private Wealth Management (DALLAS TX)

NA

01/01/1991 - 12/21/1991

R.T. JONES CAPITAL EQUITIES, INC.

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Licenses & Designations

IA

Issued 08/09/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/1995

Series 2 - Non-Member General Securities Examination

BC

Issued 12/26/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Wayne Bennett.
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