Unclaimed Profile

Mark Scott Potter

COMMERCE BROKERAGE SERVICES, INC.·CLAYTON, Missouri

SIE, Series 7, Series 24, Series 55, Series 63, Series 65Clean record2 years registeredCOMMERCE BROKERAGE SERVICES, INC.

8000 FORSYTH, CLAYTON, MO 63105-1707CRD# 2911729Firm CRD# 17140

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Scott Potter · CLAYTON, MO

Registration

CRD #2911729 · COMMERCE BROKERAGE SERVICES, INC. · 2 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Apr 2024 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · April 9, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMMERCE BROKERAGE SERVICES, INC.

CRD 17140 · SEC 801-66509

AUM

$650M

Regulatory assets under management

Employees

3,570 client accounts

Services offered by COMMERCE BROKERAGE SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMMERCE BROKERAGE SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Scott Potter offer?

Mark Scott Potter specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CLAYTON, Missouri for a consultation.

What are Mark Scott Potter's credentials?

Mark Scott Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Scott Potter located?

Mark Scott Potter is based in CLAYTON, Missouri, working with COMMERCE BROKERAGE SERVICES, INC.. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.

How does Mark Scott Potter charge for services?

Mark Scott Potter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMMERCE BROKERAGE SERVICES, INC.?

COMMERCE BROKERAGE SERVICES, INC. has approximately 37 employees and manages $650M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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