Montana Gabriella suzie Dawley
Investment adviser representative at Tolleson Private Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.3BFirm assets
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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
11 years in the industry.
- Tolleson Private Wealth ManagementJan 2020 to now
- Koller Search PartnersSep 2019 to Dec 2019
- UnemployedJun 2019 to Aug 2019
- Vanderbilt UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6974310
- Firm CRD
- 111838