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Gregory Lawrence Mykytyn

Commerce Street Investment Management

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About Gregory Lawrence Mykytyn

Gregory Lawrence Mykytyn is a financial advisor who has been in the industry since 2001. Gregory has been registered with Commerce Street Investment Management since 2016. Gregory has also held registrations with LPL Financial Corporation and Fidelity Investments Institutional Services Company, Inc. Gregory is a licensed Investment Advisor Representative in Texas.

Firm Information

Gregory Mykytyn is currently registered with Commerce Street Investment Management. Commerce Street Investment Management, located in Dallas, TX, is an investment advisor with a focus on pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles. The firm manages approximately $745 million in assets for a variety of clients, including charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
Commerce Street Investment Management

1445 ROSS AVENUE, SUITE 2700

DALLAS, TX 75202

$745.15M

Assets Under Management

1

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of assets on committed capital, % of client investable assets

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Gregory Mykytyn’s Registration & Firm History

TX

11/11/2016 - Present

Commerce Street Investment Management (DALLAS TX)

TX

01/09/2007 - 07/24/2009

LPL FINANCIAL CORPORATION (ROCKWALL TX)

RI

11/04/1997 - 03/20/2001

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 11/09/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Lawrence Mykytyn.
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