Commerce Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
Clayton, Missouri
CRD number
17140
Registered since
December 27, 1985

Firm profile

FINTRX

Overview

Commerce Brokerage Services, Inc. is a corporation that has been SEC-registered since 1985. The firm is owned by a domestic entity and individuals and is classified in the source data as unclassified. The profile indicates Commerce Brokerage Services does not act as a capital allocator and is not positioned as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The combination of those flags and other data points suggests the firm operates principally in a brokerage capacity rather than managing discretionary investment programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Cash & Cash Equivalents 5%, State & Local Bonds 3%, Other 1%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents5%
  • State & Local Bonds3%
  • Other1%

Owners & executives

1 of 1
  • Joseph Reece

    Joseph Reece

    Chief Compliance OfficerCRD 2227282

Contacts

3 of 35
  • Pamela Larocca

    TraderCRD 1962781

  • Brian Schmanke

    Brian Schmanke

    Vice PresidentCRD 4203743

  • Kristin Williams

    Compliance PrincipalCRD 5478117

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Clayton, MO

Saint Louis

Location

Clayton, MO

Headquartered in Clayton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
8000 Forsyth Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth