Theresa Rene Stevens
Investment adviser representative at Commerce Street Investment Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$891.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Commerce Street Investment ManagementFeb 2023 to now
- Commerce Street Capital, LLCFeb 2023 to now
- Conti CapitalMar 2022 to Feb 2023
- UnemployedJun 2021 to Feb 2022
- JPMorgan Securities LLCJun 2014 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Commerce Street Investment Management
Legal name: Commerce Street Investment Advisor, LLC
$891.3MAssets managed
64Clients
13Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4415624
- Firm CRD
- 144278