Commerce One Financial Inc.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Huntington Station, New York
CRD number
100340
Registered since
December 20, 1999

Firm profile

FINTRX

Overview

Commerce One Financial Inc. is registered with the SEC (registration year 1999) and is structured under an "other" legal formation with individual ownership. FINTRX classifies the firm as unclassified and notes it is not a multi-state adviser, not a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. Fields for client base, fee structure, business activities and advisory activities are blank in the FINTRX record, and the firm has not provided descriptive detail about its services or investment approach.

Assets & Accounts

Investments & Alternatives

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 3
  • Thomas Jennings

    PresidentCRD 1902638

  • Lawrence Sarka

    Investment AssociateCRD 2828827

  • Michael Orlowski

    Stock BrokerCRD 4922316

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Huntington Station, NY

Suffolk

Location

Huntington Station, NY

Headquartered in Huntington Station, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
33 Walt Whitman Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth