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 organized as a corporation and has been SEC-registered since 1995. The firm is classified in FINTRX data as an investment bank and is owned by a combination of a domestic entity and an individual. The dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor; it also does not appear as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser in the provided fields. Public-facing details about the firm’s advisory, brokerage, or specific business activities are not included in the dataset provided here, so there is limited granular information on client types, fee structures, or investment mandates.

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

  • John Ellis

    Registered RepresentativeCRD 1327778

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Wealth teams

FINTRX

Newly hired reps

FINTRX

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
1445 Research Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth