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 registered with the SEC since 1995. The firm is classified in the dataset as an investment bank and is owned by a combination of a domestic entity and an individual. The record flags Ceros as not serving as a capital allocator and not operating as an active ESG investor. Several routine adviser attributes are marked negative in the dataset: it is not listed as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm did not supply descriptive entries for its client base, fee structure, business activities, or advisory activities in the source material.
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 9
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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