Thomas James Stevenson
Investment Adviser Representative at Avant Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Thomas James Stevenson is an investment adviser representative with Avant Financial Advisors in Waco, TX, where they have been registered since 2022. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Austin Asset and Lucien Stirling & GRAY Advisory Group Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Austin AssetApr 2016 – May 2017Austin, TX
- Austin AssetMay 2017 – Jun 2018Austin, TX
- Austin AssetJun 2018 – Jan 2020Austin, TX
- Austin AssetJan 2020 – Feb 2022Austin, TX
- Avant Financial AdvisorsFeb 2022 – no end date reportedAustin, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Avant Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Austin, TX
- SEC file number:
- 801-129589
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 20, 2026
View full firm profileOther advisors at Avant Financial Advisors
1 other advisor in the directory
View Avant Financial Advisors firm profileSimilar advisors in Waco, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas James Stevenson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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