CEROS FINANCIAL SERVICES

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Ceros Financial Services is an investment management and financial service provider company.

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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:
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Current Employees Featured

mark-goldwasser_image

Mark Goldwasser
Mark Goldwasser CEO @ Ceros Financial Services
CEO
2019-07-01

Founder


mark-goldwasser_image

Mark Goldwasser

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

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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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Jan 30, 2023 Ceros Financial Services General Information Description. Provider of financial services intended for modern advisors. The company …See details»

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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»

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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»

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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»

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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»

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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»

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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»

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Raymond James Financial Services. Jason Dugan. Montoursville, Pennsylvania. $100K. $486M. Pennsylvania - East (High Net Worth) 97. Illinois State 149. Assurance Advisory Group. …See details»

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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»

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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»

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