AMS Brokerage Services LLC
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 335083
- Registered since
- July 9, 2025
Firm profile
FINTRXOverview
AMS Brokerage Services LLC is organized as a limited liability company and is listed as having registered with the SEC in 2025. Ownership is reported as a mix of a domestic entity and an individual, and the firm’s regulatory classification is recorded as “unclassified.” The snapshot indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor, multistate adviser, pension consultant, or related adviser. The source material does not provide details about the firm’s client segments, fee schedule, core business lines, or specific advisory activities, and AMS Brokerage Services did not supply information on activities or affiliations in the disclosed fields. The limited public detail and the absence of reported assets or client counts in the snapshot suggest the entity may not yet be operating at scale or has not reported typical advisory metrics to the data provider.
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 41
Matthew Tarter
Regional WholesalerCRD 8001139

Keaton Fate
Regional Vice PresidentCRD 6678537

Stephen Anderson
DirectorCRD 1181095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baton Rouge, LA
East Baton Rouge
Location
Baton Rouge, LA
Headquartered in Baton Rouge, LA, in the South of the United States.
- Region
- South
- County
- East Baton Rouge
- Address
- 1700 City Farm Dr
- Time zone
- CT (UTC-6)
- Office locations
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