Commerce One Financial Inc.
Firm details
- Headquarters
- Syosset, New York
- CRD number
- 100340
- Registered since
- December 20, 1999
- Website
- commerceonefinancial.com
Firm profile
FINTRXOverview
Commerce One Financial Inc. is an SEC-registered advisory firm first registered in 1999. The firm is organized under a nonstandard legal form ("Other Types of Legal Formation") and is owned by an individual. The firm is classified as unclassified in the available dataset. Reported attributes indicate Commerce One Financial Inc. does not identify as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not a pension consultant, and does not list any related adviser relationships. The dataset does not include discrete descriptions of the firm's advisory activities, client segments, or fee arrangements.
Assets & Accounts
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 3Thomas Jennings
PresidentCRD 1902638
Michael Orlowski
Stock BrokerCRD 4922316
Lawrence Sarka
Investment AssociateCRD 2828827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Syosset, NY
Nassau
Location
Syosset, NY
Headquartered in Syosset, 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
- Nassau
- Address
- 6800 Jericho Tpke
- Time zone
- ET (UTC-5)
- Office locations
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