Peter C Chilian
Investment adviser representative at Tolleson Private Wealth Management
23 yearsExperience
1 stateRegistered in
$9.3BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Tolleson Private Wealth Management, LPFeb 2025 to now
- Bdt & MSD Partners, LLCMay 2024 to Feb 2025
- Bdt Capital Partners, LLCMay 2024 to Feb 2025
- J.P. Morgan Securities Inc.Sep 2003 to Apr 2024
- JPMorgan Chase BankAug 2003 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tolleson Private Wealth Management
Legal name: Tolleson Private Wealth Management, LLC
$9.3BAssets managed
224Clients
34Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4705028
- Firm CRD
- 111838