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 registered as an insurance broker‑dealer. Public filings list an SEC registration year of 2025 and identify ownership as a mix of a domestic entity and an individual. Disclosures filed for the firm are sparse: it is not characterized as a capital allocator, it does not register as a multi‑state adviser, and it is not identified as an active ESG investor. The firm has not provided public detail about its advisory activities, client segments, or specific business lines beyond the broker‑dealer classification.
Assets & Accounts
Investments & Alternatives
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 42
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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