Lisa
May

Commerce Brokerage Services, Inc

CRD#1835133
Investment Advisor
in Saint Louis, MO

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About this Advisor

Lisa May is a financial advisor based in Saint Louis, Missouri with a total of 12 years of industry experience. May is currently employed by Commerce Brokerage Services, Inc. They have been an employee of Commerce Brokerage Services, Inc for their whole career. May maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Kansas. Commerce Brokerage Services, Inc is an advisory company operating out of Saint Louis, MO. It has offices in 33 locations and a total of 37 people on staff. It handles $650 million in total assets between its 3,570 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 3,570 accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. Commerce Brokerage Services, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types charged by Commerce Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

8000 Forsyth Blvd Suite 1200 East
Saint Louis, MO 63105

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Commerce Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$650,363,405

MO Average: $11,469,110,461
Total Number of Employees

37

MO Average: 458
Total Number of Accounts

3,570

MO Average: 33,415
Average Account Size

$182,175

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Lisa May Work History

Lisa has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Commerce Brokerage Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lisa May to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commerce Brokerage Services, Inc

James Blalock
Kansas City, MO
John Stevens
Springfield, MO
Claude Wilson
Saint Louis, MO
Dexter Walker
Saint Louis, MO
Daniel Esselman
Lees Summit, MO
Nathan Stucky
Saint Louis, MO
Karen Harth
Kansas City, MO
Brenda Buckner
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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