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Theresa Tremel Churchwell

BMO Capital Markets Corp.

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About Theresa Tremel Churchwell

Theresa Tremel Churchwell is a registered representative at BMO Capital Markets Corp. Theresa has worked in the securities industry for 18 years and has been with BMO Capital Markets Corp. since June 2020. Previously Theresa was with STIFEL, NICOLAUS & COMPANY, INCORPORATED, RYAN BECK & CO. and J.P. MORGAN SECURITIES INC.. Theresa is licensed to sell securities in New York. Theresa holds Series 7, Series 16, Series 86 and Series 87 licenses.

Firm Information

Theresa Churchwell is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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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provision of securities trading ideas and research

Provision of securities trading ideas and research

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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percentage of assets

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

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other

Fees for securities trading ideas and research

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Theresa Churchwell’s Registration & Firm History

NY

06/30/2020 - Present

BMO Capital Markets Corp. (New York NY)

MO

05/13/2011 - 07/06/2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

PA

03/01/2007 - 07/06/2007

STIFEL, NICOLAUS & COMPANY, INCORPORATED (CONSHOHOCKEN PA)

PA

03/29/2005 - 03/06/2007

RYAN BECK & CO. (CONSHOHOCKEN PA)

NY

07/13/2001 - 03/16/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

MD

05/17/2000 - 06/19/2001

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BC

Issued 10/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2011

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 02/24/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 01/19/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Theresa Tremel Churchwell.
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