Ceros Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
145
Avg account
$0

Firm details

Headquarters
Rockville, Maryland
CRD number
37869
Registered since
October 5, 1995

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • Robert Muldoon

    Robert Muldoon

    Independent ContractorCRD 2664336

  • Mark Goldwasser

    Mark Goldwasser

    CEOCRD 1334008

  • Kim Powell

    CFOCRD 6244231

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Contacts

3 of 135
  • Christian Bonaventura

    Registered RepresentativeCRD 8073718

  • Brian Humphrey

    Brian Humphrey

    Director, SalesCRD 4154008

  • Daniel Elkaim

    Daniel Elkaim

    DirectorCRD 1410330

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth