Vijay
Brahmbhatt
Commerce Brokerage Services, Inc
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About this Advisor
Vijay Brahmbhatt is a financial advisor operating in Saint Louis, Missouri, with a total of 5 years of relevant experience. Brahmbhatt is on the advisory team at Commerce Brokerage Services, Inc. Brahmbhatt has gained experience at Midwest Bankcentre, Sddc, Metro East Legacy Fc, Mckendree University, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Commerce Brokerage Services Inc. Brahmbhatt maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri. Commerce Brokerage Services, Inc is an advisory company headquartered in Saint Louis, MO. The firm has offices in 33 locations and a total of 37 people on staff. It oversees $650 million in assets under management between its 3,570 accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 3,570 client accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fee types charged by Commerce Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commerce Brokerage Services, Inc Brokerage Details
$650,363,405
37
3,570
$182,175
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Vijay Brahmbhatt Work History
Vijay has been registered as a financial advisor for 5 years.*
Commerce Brokerage Services Inc
Metro East Legacy Fc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Midwest Bankcentre
Sddc
Mckendree University
*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 Vijay Brahmbhatt 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
Kansas City, MO
Springfield, MO
Saint Louis, MO
Lees Summit, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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