Maxim Financial Advisors LLC

Maxim Financial Advisors LLC (CRD# 139366) is a financial advisory firm headquartered in New York, NY. They manage $387,717,103 in 749 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    388
    MILLION
  • Total Number of Accounts
    749
    ACCOUNTS
  • Average Account Value
    $517,646
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, GA, HI, IL, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Maxim Financial Advisors LLC
Showing 1 - 10 of 50 top financial advisors.
1
Kevin J. Allen
CRD#: 6168101
300 Park Ave, 16th Fl, New York, NY 10022

Kevin Allen (CRD# 6168101) 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.

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 32 years of experience in the finance industry.

3
Michael Brod
CRD#: 6199273
300 Park Ave, 16th Fl, New York, NY 10022

Michael Brod (CRD# 6199273) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 3 years of experience in the finance industry.

4
Hal W. Brown
CRD#: 1810882
300 Park Ave, 16th Fl, New York, NY 10022

Hal Brown (CRD# 1810882) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 34 years of experience in the finance industry.

5
David M. Burch
CRD#: 2681160
300 Park Ave, 16th Fl, New York, NY 10022

David Burch (CRD# 2681160) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 26 years of experience in the finance industry.

6
Sean H. Carmody
CRD#: 5681371
300 Park Ave, 16th Fl, New York, NY 10022

Sean Carmody (CRD# 5681371) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 11 years of experience in the finance industry.

7
John W. Conover
CRD#: 2983057
300 Park Ave, 16th Fl, New York, NY 10022

John Conover (CRD# 2983057) 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.

8
Sean P. Cooneyolson
CRD#: 6381493
300 Park Ave, 16th Fl, New York, NY 10022

Sean Cooneyolson (CRD# 6381493) 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.

9
Joseph A. Daneshgar
CRD#: 6353508
300 Park Ave, 16th Fl, New York, NY 10022

Joseph Daneshgar (CRD# 6353508) 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.

10
Matthew B. Dikman
CRD#: 6492108
300 Park Ave, 16th Fl, New York, NY 10022

Matthew Dikman (CRD# 6492108) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 3 years of experience in the finance industry.

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