COMMERCE ONE FINANCIAL INC.
Firm details
- Headquarters
- SYOSSET, 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. FINTRX categorizes its legal form as "Other Types of Legal Formation" and identifies the owner type as an individual. The firm is listed as unclassified and is not identified as a capital allocator. FINTRX flags it as not being an active ESG investor and not operating as a multi-state adviser. It is also not marked as newly formed, a pension consultant, or a related adviser. Public filings in the FINTRX record provide minimal operational detail: fields for business activities, advisory activities, fee structure, and client base are blank. That limited disclosure constrains visibility into strategy, target clientele, and how the firm sources or manages client assets.
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
SYOSSET, NY
NASSAU
Location
SYOSSET, NY
Headquartered in SYOSSET, 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
- NASSAU
- Address
- 6800 Jericho Tpke
- Time zone
- ET (UTC-5)
- Office locations
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