Ceros Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
—
Advisory reps
143
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 available profile 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 public profile contains minimal detail about the firm’s day‑to‑day activities: business activities, advisory services and fee arrangements are not disclosed in the source material. The record indicates the firm does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi‑state adviser; it is also not marked as a pension consultant or 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 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

Unlock 8 more executives →

Contacts

3 of 132
  • Matthew Hoesly

    Matthew Hoesly

    PresidentCRD 5090021

  • Donna Mcgill

    Donna Mcgill

    Investment Advisor RepresentativeCRD 5149681

  • Kevin Smith

    Kevin Smith

    Investment Adviser RepresentativeCRD 5224975

Unlock 129 more contacts →

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth