Maxim Financial Advisors LLC

Maxim Financial Advisors LLC (CRD# 139366) is a financial advisory firm headquartered in New York, NY. They manage $42,223,970 in 57 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $740,771
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, FL, MD, NH, NJ, NY, TX, VA

Financial Advisors at Maxim Financial Advisors LLC
Showing 1 - 10 of 26 top financial advisors.
1
Scott Rochlin
CRD#: 4037413
20 Crossways Park Drive North, Suite 304, Woodbury, NY 11797
93
Wealthminder
score

Scott Rochlin (CRD# 4037413) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Woodbury, NY and has over 17 years of experience in the finance industry.

2
Kevin J. Allen
CRD#: 6168101
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
90
Wealthminder
score

Kevin Allen (CRD# 6168101) 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.

3
Robert B. Banjany
CRD#: 5373588
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
90
Wealthminder
score

Robert Banjany (CRD# 5373588) 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.

4
Joseph D. Barreras
CRD#: 6602800
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
90
Wealthminder
score

Joseph Barreras (CRD# 6602800) 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.

5
Sean H. Carmody
CRD#: 5681371
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
90
Wealthminder
score

Sean Carmody (CRD# 5681371) 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.

6
Derin A. Cohen
CRD#: 6070228
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
90
Wealthminder
score

Derin Cohen (CRD# 6070228) 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.

7
Joseph A. Daneshgar
CRD#: 6353508
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
90
Wealthminder
score

Joseph Daneshgar (CRD# 6353508) 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.

8
Mohamed Elharchaoui
CRD#: 6462464
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
90
Wealthminder
score

Mohamed Elharchaoui (CRD# 6462464) 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.

9
Thomas J. Filomena
CRD#: 6445296
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
90
Wealthminder
score

Thomas Filomena (CRD# 6445296) 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.

10
Nicholas J. Hall
CRD#: 5353394
405 Lexington Ave.,, 2nd Floor, New York, NY 10174
90
Wealthminder
score

Nicholas Hall (CRD# 5353394) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 8 years of experience in the finance industry.

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