Commerce One Financial Inc.

Broker-DealerFINRA MemberEst. 1999
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 an SEC-registered advisory entity first registered in 1999. The firm is organized under an "other" legal formation and is owned by an individual. Publicly reported classification status is unclassified. The firm's disclosures indicate it does not act as a capital allocator, is not an active ESG investor, and it is not registered as a multi-state or newly formed adviser. It is also not identified as a pension consultant or a related adviser to another registered entity. The dataset supplied does not include information about the firm's client types, fee schedule, specific advisory activities, or industry affiliations. No investment strategy, product lineup, or personnel details were provided.

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

  • Michael Orlowski

    Stock BrokerCRD 4922316

  • Lawrence Sarka

    Investment AssociateCRD 2828827

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