RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Gregory Scott Hall
- Title
- Senior Managing Directorreportedtollesonwealth.comfirm site, Sep 15, 2026
- Designations
- CPA, CFPreportedtollesonwealth.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “He serves on the firm’s Management Committee and Investment Committee.”reportedtollesonwealth.comthe sentence on the bio page
- Years, as the firm states
- 30reportedtollesonwealth.com“With more than 30 years of experience providing complex financial planning to families of wealth, Greg is active in setting the vision for Tolleson and how it delivers comprehensive family office services.”
- Professional profile
- tollesonwealth.com/team/greg-hallreportedtollesonwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Tolleson Private Wealth Management mixed wealth currentsince Jul 22, 2004 · Dallas, Tx
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address