Ceros Financial Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
144
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 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

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 11
  • Emily Frazier

    Emily Frazier

    Chief Development OfficerCRD 6171182

  • Angela Holland

    Angela Holland

    Chief Compliance OfficerCRD 3166586

  • Kenneth Graves

    Kenneth Graves

    Chief Investment OfficerCRD 1976686

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Contacts

3 of 133
  • Matthew Hoesly

    Matthew Hoesly

    PresidentCRD 5090021

  • Donna Mcgill

    Donna Mcgill

    Investment Advisor RepresentativeCRD 5149681

  • Kevin Smith

    Kevin Smith

    Investment Adviser RepresentativeCRD 5224975

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

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
2273 Research Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth