Commerce Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
38
Avg account
$0

Firm details

Headquarters
Clayton, Missouri
CRD number
17140
Registered since
December 27, 1985

Firm profile

FINTRX

Overview

Commerce Brokerage Services, Inc. is a corporate brokerage entity that has been SEC-registered since 1985. Publicly reported attributes indicate domestic ownership and an unclassified regulatory posture. The firm is not identified as a capital allocator, and it does not report being an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Fee structure, client base composition, and specific business or advisory activities were not provided in the source data. Reporting shows the firm's assets are held on a non-discretionary basis, which aligns with a brokerage-centric operating model rather than a discretionary investment advisory model. The firm discloses activity in conventional retail investment products (see Investments & Alternatives), but no proprietary strategies, managed-account programs, or advisory fee schedules were supplied.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 91%, Cash & Cash Equivalents 5%, State & Local Bonds 3%, Other 1%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents5%
  • State & Local Bonds3%
  • Other1%

Owners & executives

1 of 1
  • Joseph Reece

    Joseph Reece

    Chief Compliance OfficerCRD 2227282

Contacts

3 of 37
  • Pamela Larocca

    TraderCRD 1962781

  • Brian Schmanke

    Brian Schmanke

    Vice PresidentCRD 4203743

  • Kristin Williams

    Compliance PrincipalCRD 5478117

Unlock 34 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Clayton, MO

Saint Louis

Location

Clayton, MO

Headquartered in Clayton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
8000 Forsyth Blvd
Time zone
CT (UTC-6)
Office locations

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