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 has been SEC-registered since 1995. The firm's regulatory classification in the source data is "Investment Bank." Ownership is described as a mix of a domestic entity and an individual. The available record indicates the firm does not act as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. The data set does not include details on client segments, fee schedules, or the specific advisory and business activities the firm conducts.
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 9ROBERT MULDOON
Independent ContractorCRD 2664336
MARK GOLDWASSER
CEOCRD 1334008
KIM POWELL
CFOCRD 6244231
Contacts
3 of 134Christian Bonaventura
Registered RepresentativeCRD 8073718
BRIAN HUMPHREY
Director, SalesCRD 4154008
JOHN ELLIS
Registered RepresentativeCRD 1327778
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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