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 recorded as a corporation that has been SEC-registered since 1995 and is classified in FINTRX as an Investment Bank. The platform identifies the firm's ownership as a mix of a domestic entity and an individual. FINTRX flags indicate the firm is not a capital allocator and is not an active ESG investor. Several standard advisory and pension-related activity flags are negative or blank on the record. The firm has not provided descriptive detail on its advisory activities, fee structure, or specific business lines to FINTRX, and FINTRX notes no supplied information on activities and affiliations.
Assets & Accounts
Investments & Alternatives
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 10
Robert Muldoon
Independent ContractorCRD 2664336

Mark Goldwasser
CEOCRD 1334008
Kim Powell
CFOCRD 6244231
Contacts
3 of 135Christian Bonaventura
Registered RepresentativeCRD 8073718

Brian Humphrey
Director, SalesCRD 4154008

Daniel Elkaim
DirectorCRD 1410330
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
- 1445 Research Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Jacques Financial, LLC
Broker-DealerRockville, MD
LGA Capital
Broker-DealerRockville, MD
Ullico Investment Company, LLC
Broker-DealerBethesda, MD
T. Rowe Price Investment Services, Inc.
Broker-DealerBaltimore, MD
M&T Securities, Inc.
Broker-DealerBaltimore, MD
XML Securities
Broker-DealerBethesda, MD