Commerce One Financial Inc.
Firm details
- Headquarters
- Huntington Station, New York
- CRD number
- 100340
- Registered since
- December 20, 1999
- Website
- commerceonefinancial.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Thomas Jennings
PresidentCRD 1902638
Michael Orlowski
Stock BrokerCRD 4922316
Lawrence Sarka
Investment AssociateCRD 2828827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Manning & Napier Investor Services, Inc.
Broker-DealerFairport, NY
Jefferies LLC
Broker-DealerNew York, NY
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker-DealerNew York, NY
Goldman Sachs & Co LLC
Broker-DealerNew York, NY
Flow Traders U.S LLC
Broker-DealerNew York, NY
Schroder Fund Advisors LLC
Broker-DealerNew York, NY