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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Commerce Street Investment Management financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Commerce Street Investment Management office in Dallas, A to Z.

The short answer

11 registered advisors work at Commerce Street Investment Management in Dallas, out of 12 at the firm nationwide; it ranks number 64 in the city by advisors. 1 list the CFP designation and 11 are also registered broker representatives.

Commerce Street Investment Management advisors in Dallas, A to Z

Every Commerce Street Investment Management advisor →

Commerce Street Investment Management advisors in every city and state →Commerce Street Investment Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Commerce Street Investment Management advisors in other cities

Raleigh, NC 1

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65

Questions

How many financial advisors does Commerce Street Investment Management have in Dallas?

11 investment adviser representatives are registered at Commerce Street Investment Management offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 1 list the CFP designation and 11 are also registered as broker representatives.

Is Commerce Street Investment Management one of the largest advisor employers in Dallas?

Commerce Street Investment Management ranks number 64 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.

How do I check a Commerce Street Investment Management advisor in Dallas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Commerce Street Investment Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.