CEROS FINANCIAL SERVICES
Ceros Financial Services is an investment management and financial service provider company.
CEROS FINANCIAL SERVICES
Social Links:
Industry:
Advice Finance Financial Services Professional Services
Founded:
1995-01-01
Status:
Active
Contact:
1-866-842-3356
Email Addresses:
[email protected]
Technology used in webpage:
SPF LetsEncrypt Mobile Non Scaleable Content Euro Microsoft Exchange Online Office 365 Mail IPv6 Cloudflare Cloudflare Hosting Cloudflare Network Error Logging
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Current Employees Featured
Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2022-06-27 | CORDIO Medical | Ceros Financial Services investment in Venture Round - CORDIO Medical | 18 M USD |
| 2021-04-12 | Memic Innovative Surgery | Ceros Financial Services investment in Series D - Memic Innovative Surgery | 96 M USD |
More informations about "Ceros Financial Services"
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I am proud to say that 2024 was another landmark year for Ceros Financial Services and its affiliates with combined record revenue of over $100 million and assets under management …See details»
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Ceros Financial Services - PitchBook
Jan 30, 2023 Ceros Financial Services General Information Description. Provider of financial services intended for modern advisors. The company …See details»
Our Story - Ceros Capital Markets
This led to the formation of DGB (Chris Dewey, Mark Goldwasser, and Dave Brown) who, in 2019, purchased Ceros Financial Services. In 2022, Roger Monteforte joined Ceros as a Partner and Vice-Chairman and the Forte …See details»
Ceros Financial Services Inc - Company Profile and News
Ceros Financial Services Inc. operates as a brokerage firm. The Company trades securities such as stocks, bonds, and mutual funds. Ceros Financial Services serves customers in the United …See details»
Ceros - Boutique RIA Platform - Hybrid & Trading …
Fidelity Investments is an independent company, unaffiliated with Ceros Financial Services. Fidelity Investments is a service provider to Ceros Financial Services,. There is no form of legal partnership, agency affiliation, or similar relationship …See details»
Ceros Company Profile - Office Locations, Competitors ... - Craft
See insights on Ceros including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft. ... Ceros Summary. Company Summary. Overview. Ceros is a …See details»
FINRA fines Ceros Financial Services for alleged rule violations
Jan 14, 2025 The Financial Industry Regulatory Authority (FINRA) has imposed a fine of $90,000 as a part of a settlement with Ceros Financial Services, Inc. Between May 2022 and …See details»
Ceros Financial Services, Inc. Company Overview, Contact Details ...
Jun 28, 2022 Ceros Financial Services, Inc. partnered with a Fidelity Investments on Jul 1st '23. Ceros Financial Services announced that it has reached a partnership agreement with Forte …See details»
Ceros Financial Services - CB Insights
Jan 13, 2025 About Ceros Financial Services. Ceros Financial Services delivers an offering of services designed to meet the needs of advisors. Its clients include fee-based advisors, IARs, …See details»
Ceros Financial Services, Inc. in Rockville, Maryland - EIN TaxId
Apr 6, 2009 Organization Name: Ceros Financial Services, Inc. IRS EIN (Taxpayer Id) 04-3249931: Former Names: Ceros Broker Service, Inc. (till 2009-04-06) Ceros Broker Service …See details»
Ceros Financial Services - Contacts, Employees, Board
Ceros Financial Services is an investment management and financial service provider company.See details»
Ceros Financial Under Investigation for Broker Misconduct and …
Jan 22, 2025 Understanding Allegations, Impact on Investors, and Case Information. In early 2025, Ceros Financial Services came under scrutiny from regulatory bodies due to …See details»
CIRO delegation orders | OSC
Mar 7, 2025 Use this form to submit website feedback and suggestions, or to inform us about website issues. If you are a market participant, investor, or member of the public in need of …See details»
Financial Services Regulatory Authority of Ontario | FSRA
Welcome to the Financial Services Regulatory Authority of Ontario (FSRA), an agency of the Government of Ontario. We protect the rights of consumers in Ontario by promoting high …See details»
Ceros - Boutique RIA Platform - Hybrid & Trading Services
RIA Custody. By coupling our boutique service model with Fidelity Custody & Clearing, Ceros offers a comprehensive suite of back office solutions, practice enhancing services, access to a …See details»
Forbes 2025 Best-In-State Wealth Management Teams List
Raymond James Financial Services. Jason Dugan. Montoursville, Pennsylvania. $100K. $486M. Pennsylvania - East (High Net Worth) 97. Illinois State 149. Assurance Advisory Group. …See details»
Leadership - CFA
Previous to his role at KPMG, Bobby was a Senior Manager at EY providing audit and accounting advisory services to insurance and financial services clients across Canada. In addition to …See details»
Social Impact 2024 Year in Review - 1 - view.ceros.com
BDO Tampa volunteered with Feeding Tampa Bay to pack meals, supporting human rights. BDO Orange County helped promote education and literacy by mentoring Boys & Girls Club membersSee details»