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 is registered as an insurance broker-dealer. FINTRX lists its SEC registration year as 2025 and identifies ownership as a combination of a domestic entity and an individual. The firm is not recorded as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multi-state adviser, pension consultant, or related adviser. The available records do not describe advisory lines of business or specific product and service offerings. Its classification as an insurance broker-dealer implies a primary focus on distribution of insurance-related products rather than acting as a discretionary investment manager.
Assets & Accounts
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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