Ceros Financial Services, Inc.
Firm details
- Headquarters
- Rockville, Maryland
- CRD number
- 37869
- Registered since
- October 5, 1995
- Website
- www.cerosfs.com
Firm profile
FINTRXOverview
Ceros Financial Services, Inc. is organized as a corporation and is classified in the snapshot data as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and it is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. The firm has not provided detail on core client segments, fee schedules, specific business activities, or advisory services in the available record. The dataset also notes an absence of disclosed activities and affiliations, so there is limited visibility into the firm’s deal focus, client-facing services, or investment process.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 11
Emily Frazier
Chief Development OfficerCRD 6171182

Angela Holland
Chief Compliance OfficerCRD 3166586

Kenneth Graves
Chief Investment OfficerCRD 1976686
Contacts
3 of 133
Matthew Hoesly
PresidentCRD 5090021

Donna Mcgill
Investment Advisor RepresentativeCRD 5149681
Kevin Smith
Investment Adviser RepresentativeCRD 5224975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rockville, MD
Montgomery
Location
Rockville, MD
Headquartered in Rockville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 2273 Research Blvd
- Time zone
- ET (UTC-5)
- Office locations
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