Thomas Stevenson has been Financial Advisor of Avant Financial Advisors since January 2024, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Avant Financial Advisors LLC is an Austin, TX firm with $196M under management, 166 clients and 2 advisers across 3 offices, as of its February 2026 filing.
Thomas Stevenson’s longest registration was 7 years at Austin Asset (2015–2022). Before joining Avant Financial Advisors in 2022, Thomas Stevenson was registered through Austin Asset and Lucien Stirling & Gray Advisory Group Inc.
- Avant Financial AdvisorsCurrent– present · 4 yearsWaco, TX · Adviser representative · Firm CRD 297894
- Austin Asset– · 7 yearsAustin, TX · Adviser representative · Firm CRD 105441
- Lucien Stirling & Gray Advisory Group Inc– · under a yearAustin, TX · Adviser representative · Firm CRD 112641
Investment adviser representative registrations
Thomas Stevenson is registered as an investment adviser representative in Texas, since February 2022.
- TexasSince 13 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 August 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Thomas James Stevenson
- CRD
- 5957044
- Firm
- Avant Financial Advisors · CRD 297894
- Role
- Financial Advisor
- Office
- Waco, TX
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Stevenson work?
Thomas Stevenson has been Financial Advisor of Avant Financial Advisors LLC since January 2024.
Is Thomas Stevenson a financial advisor?
Yes. Thomas Stevenson has a current investment-adviser registration in Texas, through Avant Financial Advisors since February 2022.
How many years of experience does Thomas Stevenson have?
Thomas Stevenson has 11 years in the financial industry, since December 2014, across 3 adviser firms.
What exams has Thomas Stevenson passed?
Thomas Stevenson has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2014. FINRA credited Thomas Stevenson with the SIE, which began in October 2018.
Where did Thomas Stevenson work before Avant Financial Advisors?
Before Avant Financial Advisors, Thomas Stevenson was registered through Lucien Stirling & Gray Advisory Group Inc, September 2014 to November 2014.
Where is Thomas Stevenson based?
Thomas Stevenson’s registered office is in Waco, TX.
Is Thomas Stevenson registered with FINRA?
No. Thomas Stevenson has no current broker registration.
How can I verify Thomas Stevenson’s record?
Search CRD 5957044 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Stevenson’s full registration record.
