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 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
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
Robert Muldoon
Independent ContractorCRD 2664336

Mark Goldwasser
CEOCRD 1334008
Kim Powell
CFOCRD 6244231
Contacts
3 of 135Christian 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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