Nathan
Black

Commerce Brokerage Services, Inc

CRD#5093511
Investment Advisor
in Saint Louis, MO

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About this Advisor

Nathan Black is a financial advisor based out of Saint Louis, Missouri with 4 years of industry experience. Black is on the advisory team at Commerce Brokerage Services, Inc. Their career trajectory has included roles at Edward Jones, Moneta Group Investment Advisers. LLC, Commerce Trust Co, Commerce Brokerage Services Inc and Clayton Financial Group, LLC. Black maintains Series 66 and Series 63 licenses, certifying them as a securities agent, and can serve investors in Missouri. Commerce Brokerage Services, Inc is an advisory business based in Saint Louis, MO. The company has offices in 33 locations and a total of 37 employees. It administers $650 million in assets under management across 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 advice to nine charitable organizations. Of its 3,570 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Commerce Brokerage Services, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on the services. Fee types charged by Commerce Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

4 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

Nathan Black Work History

Nathan has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Commerce Brokerage Services Inc

2019 - 2022 (3 years)

Commerce Brokerage Services Inc

2018 - 2019 (1 year)

Commerce Trust Co

2017 - 2018 (1 year)

Clayton Financial Group, LLC

2013 - 2017 (4 years)

Moneta Group Investment Advisers. LLC

2006 - 2013 (7 years)

Edward Jones

*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 Nathan Black 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

John Stevens
Springfield, MO
James Blalock
Kansas City, MO
Seth Keethler
Saint Louis, MO
Claude Wilson
Saint Louis, MO
Karen Harth
Kansas City, MO
Aaron Alexander
Saint Louis, MO
Dexter Walker
Saint Louis, MO
Daniel Esselman
Lees Summit, 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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