Maxim Financial Advisors LLC

Maxim Financial Advisors LLC (CRD# 139366) is a financial advisory firm headquartered in New York, NY. They manage $56,871,903 in 97 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $586,308
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, MD, MI, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Maxim Financial Advisors LLC
Showing 1 - 10 of 44 top financial advisors.
1
Robert B. Banjany
CRD#: 5373588
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
93
Wealthminder
score

Robert Banjany (CRD# 5373588) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 6 years of experience in the finance industry.

2
Ronald M. Birnbaum
CRD#: 2007483
20 Crossways Park Drive North - Suite 304, Woodbury, NY 11797
93
Wealthminder
score

Ronald Birnbaum (CRD# 2007483) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Woodbury, NY and has over 28 years of experience in the finance industry.

3
Sean H. Carmody
CRD#: 5681371
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
93
Wealthminder
score

Sean Carmody (CRD# 5681371) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 7 years of experience in the finance industry.

4
Shaw F. Elashmawy
CRD#: 5567379
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
93
Wealthminder
score

Shaw Elashmawy (CRD# 5567379) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 9 years of experience in the finance industry.

5
Russell M. Fiske
CRD#: 1923202
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
93
Wealthminder
score

Russell Fiske (CRD# 1923202) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 29 years of experience in the finance industry.

6
Eric D. Kesselman
CRD#: 5996400
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
93
Wealthminder
score

Eric Kesselman (CRD# 5996400) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 6 years of experience in the finance industry.

7
Jeffrey R. Lallemand
CRD#: 4512353
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
93
Wealthminder
score

Jeffrey Lallemand (CRD# 4512353) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 16 years of experience in the finance industry.

8
Seth A. Michaels
CRD#: 2590452
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
93
Wealthminder
score

Seth Michaels (CRD# 2590452) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 12 years of experience in the finance industry.

9
Leonard J. Parisi
CRD#: 2170184
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
93
Wealthminder
score

Leonard Parisi (CRD# 2170184) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 22 years of experience in the finance industry.

10
James E. Rhodes
CRD#: 2211311
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
93
Wealthminder
score

James Rhodes (CRD# 2211311) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 20 years of experience in the finance industry.

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