Benjamin
Deweese
Commerce Street Investment Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Benjamin Deweese is a financial advisor who works in Dallas, Texas, who has 7 years of relevant experience. Deweese is an advisor for Commerce Street Investment Management. Over the course of their career, Deweese has held roles at Cantor Fitzgerald & Co, Realty Capital Securities, LLC, Commerce Street Capital LLC and Commerce Street Investment Advisor LLC. Deweese holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Texas. Commerce Street Investment Management is a registered investment company that has its headquarters in Dallas, TX. It handles $535 million in assets under management across its 65 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 65 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Commerce Street Investment Management provides a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules largely are based on the financial services offered. However, fee types billed by Commerce Street Investment Management likely include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Commerce Street Investment Management Brokerage Details
$535,442,153
13
65
$8,237,572
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Benjamin Deweese Work History
Benjamin has been registered as a financial advisor for 7 years.*
Commerce Street Capital LLC
Commerce Street Investment Advisor LLC
Realty Capital Securities, LLC
Cantor Fitzgerald & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Deweese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commerce Street Investment Management
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
