Bruce Cukaj
Investment adviser representative at Maxim Financial Advisors LLC
14 yearsExperience
1 stateRegistered in
$445.5MFirm assets
20 yearsFirm in business
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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 LLCMay 2026 to now
- MML Investors Services, LLCJun 2024 to now
- Massmutual Life Insurance CompanyMay 2024 to now
- Creative Financial GroupJan 2024 to Apr 2024
- J.P. Morgan Securities, LLCOct 2022 to Dec 2023
- JPMorgan Chase Bank, N.A.Oct 2022 to Dec 2023
- Premium Merchant FundingMay 2022 to Sep 2022
- UnemployedNov 2021 to May 2022
- Jrnl Two Bunch Palms LLCJul 2019 to Nov 2021
- Mondrian Park AvenueJun 2019 to Nov 2021
- College of Mount Saint VincentAug 2018 to Aug 2022
- Sacred Heart High SchoolFeb 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7661231
- Firm CRD
- 139366