AMS Brokerage Services LLC
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 335083
- Registered since
- July 9, 2025
Firm profile
FINTRXOverview
AMS Brokerage Services LLC is organized as a limited liability company and appears in SEC records with a 2025 registration year. The firm's snapshot classifies it as unclassified and identifies ownership by a domestic entity and an individual. The firm has provided very limited disclosure about its business model: the public snapshot does not list a client base, fee schedule, or details about advisory or other business activities. The snapshot flags in the dataset indicate the firm does not act as a capital allocator, does not report being an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser. Those attributes, combined with the sparse public disclosure, suggest either a narrow operational scope or that the firm has not yet populated standard public-facing profile fields.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 42
Matthew Tarter
Regional WholesalerCRD 8001139

Keaton Fate
Regional Vice PresidentCRD 6678537

Stephen Anderson
DirectorCRD 1181095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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