Ceros Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1995
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 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

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
  • Angela Holland

    Angela Holland

    Chief Compliance OfficerCRD 3166586

  • Kenneth Graves

    Kenneth Graves

    Chief Investment OfficerCRD 1976686

  • Marc Goldstein

    Independent ContractorCRD 2142352

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Contacts

3 of 134
  • 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

FINTRX

Recent M&A activity

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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