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Theresa Stevens

Commerce Street Investment Management

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About Theresa Stevens

Theresa Stevens is a financial advisor with Commerce Street Investment Management. Theresa Stevens has been in the industry since 2014. Theresa Stevens is registered with the state of Texas as both a broker-dealer and investment advisor. Theresa Stevens holds a Series 7, Series 66, and SIE licenses. Theresa Stevens specializes in providing investment advice to individuals, businesses, pooled investment vehicles, and pension and profit sharing plans.

Firm Information

Theresa Stevens 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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Theresa Stevens’s Registration & Firm History

TX

03/08/2023 - Present

Commerce Street Investment Management (DALLAS TX)

TX

07/09/2014 - 06/03/2021

J.P. MORGAN SECURITIES LLC (DALLAS TX)

TX

03/05/2013 - 06/30/2014

MORGAN STANLEY (DALLAS TX)

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Licenses & Designations

BOTH

Issued 03/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theresa Stevens.
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