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CRD#: 335083
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for AMS BROKERAGE SERVICES LLC Comes From
Understanding the Statistics for AMS BROKERAGE SERVICES LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1700 City Farm Drive Suite B, Baton Rouge, LA 70806
Mailing Address
1700 City Farm Drive Suite B, Baton Rouge, LA 70806
Firm Size
Small
Phone Number
(832) 622-3905
Established
Delaware since 01/29/2025
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at AMS BROKERAGE SERVICES LLC
SD
Shawn Duffy
RR
CRD#: 1529626
Location:
Baton Rouge, LA 70806
Company:
AMS BROKERAGE SERVICES LLC
Disclosures:
Experience:
39 years
DK
David Maitland Kingsley
RR
CRD#: 1744429
Location:
Baton Rouge, LA 70806
Company:
AMS BROKERAGE SERVICES LLC
Disclosures:
Experience:
38 years
IK
Ian Courtney Kelly
RR
CRD#: 4138486
Location:
Baton Rouge, LA 70806
Company:
AMS BROKERAGE SERVICES LLC
Disclosures:
Experience:
25 years
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