First Command Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1959
Total AUM
Advisory reps
1,236
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
3641
Registered since
January 2, 1959

Firm profile

FINTRX

Overview

First Command Brokerage Services, Inc. is organized as a corporation and appears in regulatory records dating back to 1959. The entity is identified as having domestic ownership (a domestic entity and individual) and is classified in the source data as "Unclassified." The dataset indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the provided snapshot. The available information is limited on core business lines, fee arrangements, advisory activities, and client segments; the summary here is therefore constrained to the registry and structural fields supplied in the source.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

3 of 11
  • Steven Morgan

    Steven Morgan

    ContractorCRD 1896149

  • Casey Griffin

    Casey Griffin

    Chief Operating OfficerCRD 3124214

  • Steven Schlegel

    Steven Schlegel

    ContractorCRD 2210096

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Contacts

3 of 1225
  • Shawn Feliciano

    Shawn Feliciano

    Financial AdvisorCRD 5574523

  • John Beraud

    John Beraud

    Financial AdvisorCRD 7814240

  • Michael Ehlen

    CRD 6972375

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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

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
1 Firstcomm Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth