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Maxim Financial Advisors LLC

Headquartered in NEW YORK, NY

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Firm Information

Maxim Financial Advisors LLC is an investment advisor registered with the SEC and located in NEW YORK, NY. They have 41 investment adviser representatives and manage approximately $371,163,779 in assets for 754 clients. The firm provides portfolio management services for individuals, businesses and pension plans. They also offer selection of other advisors services and participate in wrap fee programs.

Maxim Financial Advisors LLC

300 PARK AVE

NEW YORK, NY 10022

$371.16M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

MAXIM FINANCIAL ADVISORS LLC has a total of 3 branch locations across the country.
location

NEW YORK, NY

location

Woodbury, NY

location

Ft Lauderdale, FL

Advisors at Maxim Financial Advisors LLC

View All 36 Advisors
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Jimmy Khaski

RA

NEW YORK, NY

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William Patrick Rosemond

RA

NEW YORK, NY

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Kenneth Richard McDonald

RA

Woodbury, NY

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Andrew Thomas Grossman

RA

Woodbury, NY

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Patricia Serafin

RA

NEW YORK, NY

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Scott Rochlin

RA

Woodbury, NY

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Angelo Lekanides

RA

NEW YORK, NY

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Larry David Mazzoni

RA

Woodbury, NY

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Disclosures

There are no public disclosures for Maxim Financial Advisors LLC.

Frequently Asked Questions (8)

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