Maxim Financial Advisors LLC
Maxim Financial Advisors LLC (CRD# 139366) is a financial advisory firm headquartered in New York, NY. They manage $371,163,779 in 754 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management371MILLION
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Total Number of Accounts754ACCOUNTS
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Average Account Value$492,260
- A percentage of assets under your management
- 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)
AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
Kevin Allen (CRD# 6168101) 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.
Ronald Birnbaum (CRD# 2007483) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Woodbury, NY and has over 34 years of experience in the finance industry.
Michael Brod (CRD# 6199273) 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.
Hal Brown (CRD# 1810882) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 36 years of experience in the finance industry.
David Burch (CRD# 2681160) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 28 years of experience in the finance industry.
Sean Carmody (CRD# 5681371) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 13 years of experience in the finance industry.
John Conover (CRD# 2983057) 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.
Sean Cooneyolson (CRD# 6381493) 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.
Joseph Daneshgar (CRD# 6353508) 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.
Shaw Elashmawy (CRD# 5567379) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Fort Lauderdale, FL and has over 15 years of experience in the finance industry.