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FIRM PROFILE
Overview
CEROS FINANCIAL SERVICES, INC. is located at 1445 Research Boulevard Suite 530, Rockville, MD 20850 and was first established at Philadelphia, Massachusetts in 09/30/1994. After operating for 31 years, CEROS FINANCIAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CEROS FINANCIAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. CEROS FINANCIAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CEROS FINANCIAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 4 disclosures, 4 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CEROS FINANCIAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CEROS FINANCIAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CEROS FINANCIAL SERVICES, INC. Comes From
Understanding the Statistics for CEROS FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1445 Research Boulevard Suite 530, Rockville, MD 20850
1445 Research Boulevard Suite 530, Rockville, MD 20850
Small
(866) 842-3356
Massachusetts since 09/30/1994
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at CEROS FINANCIAL SERVICES, INC.
Kenneth Dwain Graves
Carl Richard Resnick
Patrick Terence Bassett
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