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).

Current Firm Details
300 Park Ave, 16th Fl, New York, NY 10022
http://www.maximgrp.com
By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    754
    ACCOUNTS
  • Average Account Value
    $492,260
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
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 11 - 20 of 42 top financial advisors.
11
Gerald Fershtman, financial advisor Woodbury NY
Gerald B. Fershtman
CRD#: 2532591
20 Crossways Park Drive North, Suite 304, Woodbury, NY 11797

Gerald Fershtman (CRD# 2532591) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Woodbury, NY and has over 29 years of experience in the finance industry.

12
Thomas Filomena, financial advisor New York NY
Thomas J. Filomena
CRD#: 6445296
300 Park Ave, 16th Fl, New York, NY 10022

Thomas Filomena (CRD# 6445296) 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.

13
Christopher Fiore, financial advisor New York NY
Christopher J. Fiore
CRD#: 2269479
300 Park Ave, 16th Fl, New York, NY 10022

Christopher Fiore (CRD# 2269479) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 31 years of experience in the finance industry.

14
Robert Ford, financial advisor New York NY
Robert P. Ford
CRD#: 2278212
300 Park Ave, 16th Fl, New York, NY 10022

Robert Ford (CRD# 2278212) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 31 years of experience in the finance industry.

15
Salvatore Fradella, financial advisor Woodbury NY
Salvatore A. Fradella
CRD#: 1482494
20 Crossways Park Drive North, Suite 304, Woodbury, NY 11797

Salvatore Fradella (CRD# 1482494) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Woodbury, NY and has over 38 years of experience in the finance industry.

16
Jonathan Greene, financial advisor New York NY
Jonathan Greene
CRD#: 1088723
300 Park Ave, 16th Fl, New York, NY 10022

Jonathan Greene (CRD# 1088723) 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.

17
Andrew Grossman, financial advisor Woodbury NY
Andrew T. Grossman
CRD#: 1731932
20 Crossways Park Drive North, Suite 304, Woodbury, NY 11797

Andrew Grossman (CRD# 1731932) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Woodbury, NY and has over 36 years of experience in the finance industry.

18
Eric Javer, financial advisor New York NY
Eric M. Javer
CRD#: 4981731
300 Park Ave, 16th Fl, New York, NY 10022

Eric Javer (CRD# 4981731) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 18 years of experience in the finance industry.

19
Eric Kesselman, financial advisor New York NY
Eric D. Kesselman
CRD#: 5996400
300 Park Ave, 16th Fl, New York, NY 10022

Eric Kesselman (CRD# 5996400) 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.

20
Paul Larosa, financial advisor New York NY
Paul G. Larosa
CRD#: 1900695
300 Park Ave, 16th Fl, New York, NY 10022

Paul Larosa (CRD# 1900695) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 35 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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