AMS Brokerage Services LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
41
Avg account
$0

Firm details

Headquarters
Baton Rouge, Louisiana
CRD number
335083
Registered since
July 9, 2025

Firm profile

FINTRX

Overview

AMS Brokerage Services LLC is organized as a limited liability company and is listed as having registered with the SEC in 2025. Ownership is reported as a mix of a domestic entity and an individual, and the firm’s regulatory classification is recorded as “unclassified.” The snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor, multistate adviser, pension consultant, or related adviser. The source material does not provide details about the firm’s client segments, fee schedule, core business lines, or specific advisory activities, and AMS Brokerage Services did not supply information on activities or affiliations in the disclosed fields. The limited public detail and the absence of reported assets or client counts in the snapshot suggest the entity may not yet be operating at scale or has not reported typical advisory metrics to the data provider.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 41
  • Matthew Tarter

    Matthew Tarter

    Regional WholesalerCRD 8001139

  • Keaton Fate

    Keaton Fate

    Regional Vice PresidentCRD 6678537

  • Stephen Anderson

    Stephen Anderson

    DirectorCRD 1181095

Unlock 38 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Baton Rouge, LA

East Baton Rouge

Location

Baton Rouge, LA

Headquartered in Baton Rouge, LA, in the South of the United States.

Region
South
County
East Baton Rouge
Address
1700 City Farm Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth