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
Maxim Financial Advisors LLC
By the Numbers
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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
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
Registered Investment Advisor
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
41
Jonathan Shapero (CRD# 6102724) 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.
42
Murry Shapero (CRD# 1846138) 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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