Unclaimed Profile

William David Woodmansee

COMMERCE ADVISORS, LLC·MEMPHIS, Tennessee

SIE, Series 7, Series 31, Series 63, Series 65, Series 99TO25 years registeredCOMMERCE ADVISORS, LLC

5050 POPLAR AVENUE, MEMPHIS, TN 38157CRD# 1857491Firm CRD# 151439

Profile Verification

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

Identity

William David Woodmansee · MEMPHIS, TN

Registration

CRD #1857491 · COMMERCE ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

COMMERCE ADVISORS, LLC

Oct 2009 – present

WELLS FARGO ADVISORS, LLC

May 2001 – Oct 2009

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Series 99TO

Registration record

First registered · May 9, 2001

Years registered · 25

Disclosure History

2015Judgment / Lien

2000Customer Dispute·Settled

1998Customer Dispute·Closed-No Action

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COMMERCE ADVISORS, LLC

CRD 151439 · SEC 801-70577

AUM

$227M

Regulatory assets under management

Employees

418 client accounts

Services offered by COMMERCE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMMERCE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William David Woodmansee offer?

William David Woodmansee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.

What are William David Woodmansee's credentials?

William David Woodmansee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William David Woodmansee located?

William David Woodmansee is based in MEMPHIS, Tennessee, working with COMMERCE ADVISORS, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does William David Woodmansee charge for services?

William David Woodmansee's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMMERCE ADVISORS, LLC?

COMMERCE ADVISORS, LLC has approximately 4 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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