Leadership, Infrastructure & Culture
Prepared to Take on the Future
While boutique in nature with our relationships and our service model, we leverage the industry's biggest providers to bring you large-company resources and technology.
Combining our rich history of innovation and flexibility with a distinguished ownership and management team, we are optimally suited to help each and every advisor succeed.
Join Ceros »Leadership, Infrastructure & Culture
Prepared to Take on the Future
While boutique in nature with our relationships and our service model, we leverage the industry's biggest providers to bring you large-company resources and technology.
Combining our rich history of innovation and flexibility with a distinguished ownership and management team, we are optimally suited to help each and every advisor succeed.
Join Ceros »
Our advisors enjoy access to the services offered by Fidelity Clearing & Custody Solutions (FCCS), a Fidelity Investments company. Through FCCS, you can leverage the strength of products, resources, services and technology offered by Fidelity, one of the world’s largest and most respected financial services firms, with $6.8 trillion in total client assets*
More Fidelity »
Our advisors enjoy access to the services offered by Fidelity Clearing & Custody Solutions (FCCS), a Fidelity Investments company. Through FCCS, you can leverage the strength of products, resources, services and technology offered by Fidelity, one of the world’s largest and most respected financial services firms, with $6.8 trillion in total client assets*
More Fidelity »
Take your business to the next level with the subject-matter experience, custom support,
and comprehensive wealth management capabilities designed to help you succeed.
Ceros is a full-service brokerage platform and consultative partner to investment management firms. RIAs and hybrid advisors rely on Ceros for flexible, powerful and comprehensive back office systems and services. Ceros takes an active, consultative approach to helping advisors grow their businesses, offering direct access to trade stocks, bonds, options, ETFs, equity, commodities and futures 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 between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Ceros Financial Services and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. The content of this site is intended to be general in nature and is not an offer to buy, sell or participate in any security, securities product or investment strategy. Nothing on this site is intended to be legal, tax or investment advice. Contact own financial professional for advice specific to your unique situation. Investing in the securities markets involves risk, including loss of principal. Additional clearing services provided by Axos Clearing LLC. Member FINRA/SIPC. Axos, Fidelity and Ceros are not affiliated entities.
Ceros Financial Services. Member FINRA/SIPC. All Rights Reserved.
Ceros Financial Services. Member FINRA/SIPC. All Rights Reserved.
