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 source data as an investment bank. The firm has been SEC-registered since 1995. Ownership is listed as a combination of a domestic entity and an individual. The available data does not describe client segments, fee arrangements, or the firm’s specific advisory or business activities. The record flags several negative attributes: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser.
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 10
Angela Holland
Chief Compliance OfficerCRD 3166586

Kenneth Graves
Chief Investment OfficerCRD 1976686
Marc Goldstein
Independent ContractorCRD 2142352
Contacts
3 of 134
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
- 1445 Research Blvd
- Time zone
- ET (UTC-5)
- Office locations
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