Eric David Kesselman
Investment adviser representative at Maxim Financial Advisors LLC
14 yearsExperience
3 statesRegistered in
$445.5MFirm assets
20 yearsFirm in business
Are you Eric David Kesselman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Maxim Financial Advisors LLCMar 2012 to now
- Maxim Group LLCFeb 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, NY).
Maxim Financial Advisors LLC
$445.5MAssets managed
775Clients
36Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5996400
- Firm CRD
- 139366