Joseph Robert Gallardo
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
12 yearsExperience
1 stateRegistered in
$4.2BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Texas Capital Bank Private Wealth AdvisorsAug 2024 to now
- Texas Capital BankJun 2024 to now
- Texas Capital Bank Private WealthJun 2024 to now
- Visa Inc.Jun 2021 to Jun 2024
- Strategic WealthJun 2019 to Aug 2019
- Gallardo & GallardoDec 2018 to Jan 2019
- Strategic WealthMay 2018 to Aug 2018
- Full Time EducationJun 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Texas Capital Bank Private Wealth Advisors
Legal name: Texas Capital Bank Wealth Management Services, Inc.
$4.2BAssets managed
735Clients
55Advisers
7 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
- 7942238
- Firm CRD
- 298422