Ceros Financial Services, Inc. is an independent, full-service broker-dealer and investment adviser established in 2008. The firm provides a comprehensive platform for registered investment advisers (RIAs), independent financial advisors, and other broker-dealers. Its core services include brokerage, custody, clearing (through Pershing, a BNY Mellon company), advisor technology solutions, and investment banking services. Ceros aims to deliver an institutional-level infrastructure combined with personalized, high-touch service to help its clients grow their businesses.

Founded in

United States