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 31 - 40 of 42 top financial advisors.
31
Adrian Rose, financial advisor New York NY
Adrian J. Rose
CRD#: 6199626
300 Park Ave, 16th Fl, New York, NY 10022

Adrian Rose (CRD# 6199626) 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.

32
William Rosemond, financial advisor New York NY
William P. Rosemond
CRD#: 2460252
300 Park Ave, 16th Fl, New York, NY 10022

William Rosemond (CRD# 2460252) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 30 years of experience in the finance industry.

33
Patricia Serafin, financial advisor New York NY
Patricia Serafin
CRD#: 4292050
300 Park Ave, 16th Fl, New York, NY 10022

Patricia Serafin (CRD# 4292050) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 23 years of experience in the finance industry.

34
Jamie Terranova, financial advisor New York NY
Jamie M. Terranova
CRD#: 4465828
300 Park Ave, 16th Fl, New York, NY 10022

Jamie Terranova (CRD# 4465828) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 22 years of experience in the finance industry.

35
Adam Wachtel, financial advisor New York NY
Adam I. Wachtel
CRD#: 4198004
300 Park Ave, 16th Fl, New York, NY 10022

Adam Wachtel (CRD# 4198004) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 23 years of experience in the finance industry.

36
Andrew Weinstein, financial advisor New York NY
Andrew Weinstein
CRD#: 2163917
300 Park Ave, 16th Fl, New York, NY 10022

Andrew Weinstein (CRD# 2163917) 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.

37
Fan Chen, financial advisor New York NY
Fan Chen
CRD#: 5510876
300 Park Ave, 16th Fl, New York, NY 10022

Fan Chen (CRD# 5510876) 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.

38
David Hmelovsky, financial advisor New York NY
David J. Hmelovsky
CRD#: 7368287
300 Park Ave, 16th Fl, New York, NY 10022

David Hmelovsky (CRD# 7368287) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 2 years of experience in the finance industry.

39
Jimmy Khaski, financial advisor New York NY
Jimmy Khaski
CRD#: 7401347
300 Park Ave, 16th Fl, New York, NY 10022

Jimmy Khaski (CRD# 7401347) 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.

40
Keren Savitzky, financial advisor New York NY
Keren D. Savitzky
CRD#: 6871575
300 Park Ave, 16th Fl, New York, NY 10022

Keren Savitzky (CRD# 6871575) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 4 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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