Maxim Financial Advisors LLC

Maxim Financial Advisors LLC (CRD# 139366) is a financial advisory firm headquartered in New York, NY. They manage $295,487,621 in 659 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    659
    ACCOUNTS
  • Average Account Value
    $448,388
Compensation Options
  • A percentage of assets under your management
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.

AZ, CA, CO, CT, FL, IL, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, WA

Financial Advisors at Maxim Financial Advisors LLC
Showing 1 - 10 of 53 top financial advisors.
1
Kevin J. Allen
CRD#: 6168101
405 Lexington Ave.,, 2nd Floor, New York, NY 10174

Kevin Allen (CRD# 6168101) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 5 years of experience in the finance industry.

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

Ronald Birnbaum (CRD# 2007483) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Woodbury, NY and has over 30 years of experience in the finance industry.

3
Michael Brod
CRD#: 6199273
405 Lexington Ave.,, 2nd Floor, New York, NY 10174

Michael Brod (CRD# 6199273) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has 1 year of experience in the finance industry.

4
Hal W. Brown
CRD#: 1810882
405 Lexington Ave.,, 2nd Floor, New York, NY 10174

Hal Brown (CRD# 1810882) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 32 years of experience in the finance industry.

5
David M. Burch
CRD#: 2681160
405 Lexington Ave.,, 2nd Floor, New York, NY 10174

David Burch (CRD# 2681160) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 24 years of experience in the finance industry.

6
Sean H. Carmody
CRD#: 5681371
405 Lexington Ave.,, 2nd Floor, New York, NY 10174

Sean Carmody (CRD# 5681371) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 10 years of experience in the finance industry.

7
Max W. Condie
CRD#: 6942227
405 Lexington Ave.,, 2nd Floor, New York, NY 10174

Max Condie (CRD# 6942227) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 2 years of experience in the finance industry.

8
John W. Conover
CRD#: 2983057
405 Lexington Ave.,, 2nd Floor, New York, NY 10174

John Conover (CRD# 2983057) 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.

9
Sean P. Cooneyolson
CRD#: 6381493
405 Lexington Ave.,, 2nd Floor, New York, NY 10174

Sean Cooneyolson (CRD# 6381493) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 5 years of experience in the finance industry.

10
Joseph A. Daneshgar
CRD#: 6353508
405 Lexington Ave.,, 2nd Floor, New York, NY 10174

Joseph Daneshgar (CRD# 6353508) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 4 years of experience in the finance industry.

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