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Peter Mark Eyestone

Tolleson Private Wealth Management

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About Peter Mark Eyestone

Peter Mark Eyestone is an investment advisor representative at Tolleson Private Wealth Management, a Registered Investment Advisor based in Dallas, Texas. Peter has over 20 years of experience in the financial services industry. He is a Series 7, Series 55, Series 63, and Series 66 licensed representative. Peter focuses on providing investment advisory and financial planning services to individuals, families, and trusts. He is committed to helping clients achieve their financial goals.

Firm Information

Peter Eyestone 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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Peter Eyestone’s Registration & Firm History

TX

09/09/2021 - Present

Tolleson Private Wealth Management (DALLAS TX)

TX

09/17/2008 - 08/18/2016

DEUTSCHE BANK SECURITIES INC. (DALLAS TX)

TX

07/09/2004 - 09/24/2008

LEHMAN BROTHERS INC. (DALLAS TX)

NY

07/11/2003 - 07/20/2004

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/25/2001 - 02/04/2003

GOLDMAN, SACHS & CO. (NEW YORK NY)

NJ

06/20/2000 - 11/08/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

03/02/2000 - 07/06/2000

DRESDNER KLEINWORT BENSON NORTH AMERICA LLC (NEW YORK NY)

MO

12/05/1994 - 06/01/1999

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 03/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/02/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Mark Eyestone.
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