Steven
Shaw
Comerica Securities
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About this Advisor
Steven Shaw is a certified financial planner operating out of Dallas, Texas who has 21 years of industry experience. Shaw currently works for Comerica Securities. They have spent their complete time as a financial advisor at Comerica Securities. Shaw has a Series 63 license, which qualifies them as a securities representative, and is registered to operate in New Mexico, Pennsylvania, Texas and Washington. Comerica Securities is a firm that has its headquarters in Detroit, MI. The investment advisory business has offices in 24 locations and a total of 211 advisors. It controls $2 billion in assets under management across its 4,527 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 16 charitable organizations. Of its 4,527 customer accounts, 28% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. Fees charged by Comerica Securities likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Comerica Securities Brokerage Details
$2,385,128,214
211
4,527
$526,867
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Steven Shaw Work History
Steven has been registered as a financial advisor for 21 years.*
Comerica Securities
*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 Steven Shaw 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 Comerica Securities
Phoenix, AZ
Farmington, MI
Detroit, MI
Farmington, MI
Los Angeles, CA
Bloomfield Hills, MI
Dallas, TX
Grand Rapids, MI
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.
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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.
