Commerce One Financial Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Huntington Station, New York
CRD number
100340
Registered since
December 20, 1999

Firm profile

FINTRX

Overview

Commerce One Financial Inc. is organized under an alternative legal formation and is individually owned. The firm is classified as unclassified in the dataset. The record identifies it as not operating as a capital allocator and not participating as an active ESG investor. It is also noted as not a multistate adviser, not newly formed, and not listed as a pension consultant or related adviser. FINTRX does not list the firm’s stated client segments, fee model, core advisory services, or specific business activities. There are no publicly reported affiliations, awards, or manager allocation preferences captured in the available profile.

Assets & Accounts

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

Contacts

3 of 3
  • Thomas Jennings

    PresidentCRD 1902638

  • Lawrence Sarka

    Investment AssociateCRD 2828827

  • Michael Orlowski

    Stock BrokerCRD 4922316

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Huntington Station, NY

Suffolk

Location

Huntington Station, NY

Headquartered in Huntington Station, 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
Suffolk
Address
33 Walt Whitman Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth