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Eric David Kesselman

Maxim Financial Advisors LLC

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About Eric David Kesselman

Eric Kesselman is a financial advisor with over 10 years of experience in the industry. He has been registered with the Securities and Exchange Commission (SEC) since 2011. Eric Kesselman has been associated with Maxim Financial Advisors LLC since 2012. He has a Series 66, Series 7, and SIE license and is registered with the Financial Industry Regulatory Authority (FINRA). Eric Kesselman also has an active Investment Advisor Representative registration. He provides financial planning, portfolio management, and selection of other advisors for individuals, and businesses. He has a specialization in retirement planning, college savings, and estate planning. Eric Kesselman has over 750 clients and manages approximately $371,163,779 in assets.

Firm Information

Eric Kesselman is currently registered with Maxim Financial Advisors LLC. 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.

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Eric Kesselman’s Registration & Firm History

NY

07/23/2021 - Present

Maxim Financial Advisors LLC (NEW YORK NY)

NJ

11/30/2011 - 01/03/2012

PERMAC SECURITIES, INC. (ENGLEWOOD NJ)

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Licenses & Designations

BOTH

Issued 03/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Eric David Kesselman.
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