Commerce One Financial Inc.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
3
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Commerce One Financial Inc. is an SEC-registered advisory firm first registered in 1999. The firm is organized under a nonstandard legal form ("Other Types of Legal Formation") and is owned by an individual. The firm is classified as unclassified in the available dataset. Reported attributes indicate Commerce One Financial Inc. does not identify as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not a pension consultant, and does not list any related adviser relationships. The dataset does not include discrete descriptions of the firm's advisory activities, client segments, or fee arrangements.

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth