Steven
Shaw

Comerica Securities

CRD#2650667
Investment Advisor
in Dallas, TX
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About this Advisor

Steven Shaw is a certified financial planner based in Dallas, Texas. Currently an advisor with Comerica Securities, Shaw has a notable 23 years of practice in the financial advisory industry. Shaw has a Series 63 license, certifying the advisor as a securities representative. Shaw is registered to work with investors based out of Pennsylvania, Washington and Texas. Shaw has worked their career at Comerica Securities. Comerica Securities is headquartered in Dallas, Texas, and operates out of 32 other brick-and-mortar locations in the nation. As a registered advisory firm, Comerica Securities manages $1 billion in assets throughout 2,894 client accounts and retains more than 295 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 2,532 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 25% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Comerica Securities provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

23 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

8850 Boedeker
Dallas, TX 75225

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Comerica Securities Brokerage Details

Total Assets Under Management

$1,555,291,400

TX Average: $943,424,332
Total Number of Employees

278

TX Average: 21
Total Number of Accounts

3,269

TX Average: 1,586
Average Account Size

$475,770

TX Average: $594,845

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Steven Shaw Work History

Steven has 23 years of experience.

1995 - Present (24 years)

Comerica Securities

Disclosures

Steven Shaw has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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