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 41 - 42 of 42 top financial advisors.
41
Jonathan Shapero, financial advisor New York NY
Jonathan B. Shapero
CRD#: 6102724
300 Park Ave, 16th Fl, New York, NY 10022

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, financial advisor New York NY
Murry M. Shapero
CRD#: 1846138
300 Park Ave, 16th Fl, New York, NY 10022

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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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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