Comerica Securities
Firm details
- Headquarters
- Auburn Hills, Michigan
- CRD number
- 17079
- Registered since
- January 3, 1986
- Website
- www.comerica.com
Firm profile
FINTRXOverview
Comerica Securities is a corporate investment bank entity that has been registered with the SEC since 1986. The firm operates under domestic ownership with individual ownership interests and is not positioned as a capital allocator or a pension consultant. Its public disclosures indicate it does not describe itself as an active ESG investor and it is not identified as a multi-state registered adviser, though it maintains a multi-state office footprint. Comerica Securities’ business activities combine brokerage and advisory capabilities common to investment bank affiliates. Their alternative exposure and product mix—discussed below—suggest a client-facing platform that blends exchange-traded and mutual fund solutions with insurance products for income and diversification.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities17%
- Non-Exchange Traded Equities7%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Owners & executives
2 of 2
Richard Schell
Chief Compliance OfficerCRD 1543415

Peter Samboul
CEOCRD 4887671
Contacts
3 of 16
Derek Yoder
Vice President, Investment BankingCRD 6185030
Patricia Oleary
Senior Vice PresidentCRD 6720982

Bruce Sellars
Vice President, ComplianceCRD 2097863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 210Active vs passive
$790M in ETFs
92%
$726M
8%
$64M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $65.8M | 152,619 | 8.34% |
Location
Auburn Hills, MI
Oakland
Location
Auburn Hills, MI
Headquartered in Auburn Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 3701 Hamlin Rd
- Time zone
- ET (UTC-5)
- Office locations
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