Blake Wesley Masterson
Investment Adviser Representative at Tolleson Private Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Blake Wesley Masterson is an investment adviser representative with Tolleson Private Wealth Management in Dallas, TX, where they have been registered since 2023. They have worked in the securities industry since 2020 and were previously registered with KEEL Point Capital, LLC. They have passed 2 industry qualification exams, including the Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 31
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Keel Point Capital, LLCSep 2016 – Mar 2021Vienna, VA
- Tolleson Private Wealth Management, LPMar 2021 – no end date reportedDallas, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Tolleson Private Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $20,000,000 (waivable)
- Financial Advisory Services0.40%
- Financial Advisory Services (max)1.00%
- Discretionary Fixed Income Portfolio Management0.20%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 31
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Dallas, TX
- SEC file number:
- 801-57641
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
View full firm profileOther advisors at Tolleson Private Wealth Management
Showing 12 of 31 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Blake Wesley Masterson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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