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Maxim Group LLC

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Firm Information

Maxim Group LLC is a Limited Liability Company formed in April 2002 and is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been approved for one SEC registration and 53 state registrations.

Maxim Group LLC

Not reported

Assets Under Management

Not reported

Total Clients

70

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.

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.

Branch Locations (6)

MAXIM GROUP LLC has a total of 6 branch locations across the country.
location

NEW YORK, NY

location

Ft Lauderdale, FL

location

RED BANK, NJ

location

Stamford, CT

location

WOODBURY, NY

location

Miami Beach, FL

Advisors at Maxim Group LLC

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Jason Wesly McCarthy
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John Francis Novak

Stamford, CT

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Sai-ming Lee
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Derek Greenberg
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Ritesh Motilal Veera
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Matthew Brian Dikman
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Timmy Woon Moi

NEW YORK, NY

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Daniel Pfeffer

Miami Beach, FL

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Disclosures

There are 2 public disclosures for Maxim Group LLC. Review regulatory record here.

Frequently Asked Questions (6)

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