Tom Chadwick, financial advisor Dallas TX
90 score

Tom Chadwick

CRD Number: 6374321
Current Firm: Commerce Street Investment Management

Tom Chadwick (CRD# 6374321) is an Investment Advisor Representative working at Commerce Street Investment Management in Dallas, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Commerce Street Investment Advisors Dallas, TN Sep 2017 - Current < 1
Commerce Street Capital, LLC Dallas, TX Sep 2017 - Current < 1
Morgan Stanley Smith Barney LLC Dallas, TX Dec 2015 - Sep 2017 1
Morgan Stanley Private Bank, National Association New York, NY Dec 2015 - Sep 2017 1
Credit Suisse Lending LLC Dallas, TX Oct 2014 - Dec 2015 1
Credit Suisse Securities (usa) LLC Dallas, TX Aug 2014 - Dec 2015 1
Dell Computer Round Rock, TX Feb 2011 - Jul 2014 3
Tbc3 Holdings Houston, TX Apr 2004 - Dec 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Tom B. Chadwick
Phone Number: 214-545-6813
Registered State(s):
  • CT
  • IL
  • LA
  • NE
  • NH
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    114
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $7,587,391
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CT, FL, IL, LA, NE, NH, NJ, NY, OK, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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