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 21 - 30 of 42 top financial advisors.
21
Beny Lee, financial advisor New York NY
Beny Lee
CRD#: 5428786
300 Park Ave, 16th Fl, New York, NY 10022

Beny Lee (CRD# 5428786) 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.

22
Angelo Lekanides, financial advisor New York NY
Angelo Lekanides
CRD#: 2166624
300 Park Ave, 16th Fl, New York, NY 10022

Angelo Lekanides (CRD# 2166624) 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.

23
Nolan Lowe, financial advisor New York NY
Nolan C. Lowe
CRD#: 4691861
300 Park Ave, 16th Fl, New York, NY 10022

Nolan Lowe (CRD# 4691861) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 20 years of experience in the finance industry.

24
Frank Maniscalco, financial advisor New York NY
Frank S. Maniscalco
CRD#: 5801182
300 Park Ave, 16th Fl, New York, NY 10022

Frank Maniscalco (CRD# 5801182) 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.

25
Larry Mazzoni, financial advisor Woodbury NY
Larry D. Mazzoni
CRD#: 2538672
20 Crossways Park Drive North, Suite 304, Woodbury, NY 11797

Larry Mazzoni (CRD# 2538672) 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.

26
Kenneth McDonald, financial advisor Woodbury NY
Kenneth R. McDonald
CRD#: 2088081
20 Crossways Park Drive North, Suite 304, Woodbury, NY 11797

Kenneth McDonald (CRD# 2088081) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Woodbury, NY and has over 33 years of experience in the finance industry.

27
Leonard Parisi, financial advisor New York NY
Leonard J. Parisi
CRD#: 2170184
300 Park Ave, 16th Fl, New York, NY 10022

Leonard Parisi (CRD# 2170184) 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.

28
Justin Rabinowitz, financial advisor New York NY
Justin P. Rabinowitz
CRD#: 4244162
300 Park Ave, 16th Fl, New York, NY 10022

Justin Rabinowitz (CRD# 4244162) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 17 years of experience in the finance industry.

29
Brian Robertson, financial advisor New York NY
Brian Robertson
CRD#: 4875064
300 Park Ave, 16th Fl, New York, NY 10022

Brian Robertson (CRD# 4875064) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 19 years of experience in the finance industry.

30
Scott Rochlin, financial advisor Woodbury NY
Scott Rochlin
CRD#: 4037413
20 Crossways Park Drive North, Suite 304, Woodbury, NY 11797

Scott Rochlin (CRD# 4037413) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in Woodbury, NY and has over 24 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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