Woodbury, NY Office

Salvatore Fradella is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Maxim Financial Advisors since 2017 and is also affiliated with Maxim Group LLC, where he has worked since 2002. Outside of his advisory role, he is president of Boulder Road & Associates in Manhasset, NY. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a variety of clients, including individuals, trusts, corporations, and institutional entities. The firm employs diverse investment vehicles and analytical methods, managing assets through multiple program types and serving both retail and specialized institutional clients.

Larry Mazzoni Jr. is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Maxim Financial Advisors since 2017 and also has experience at National Securities Corporation. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, estates, corporations, retirement accounts, and various institutional entities. The firm’s advisors customize advice based on client interviews and may manage accounts directly or allocate assets across multiple investment platforms and strategies.

Ronald Birnbaum is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Maxim Financial Advisors LLC and its affiliated firm, Maxim Group LLC, since 2005. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base including individuals, trusts, estates, corporations, retirement accounts, and other business entities. The firm employs a variety of investment vehicles and analytical methods, managing assets through direct management or allocation to external managers, and also serves institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

Kenneth Mcdonald is a financial advisor at Maxim Financial Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Maxim Financial Advisors since 2006, also working at affiliated Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse client base, including individuals, trusts, corporations, and institutional entities. The firm’s advisors tailor investment strategies that incorporate mutual funds, ETFs, individual equities, fixed income, and alternative investments, using both proprietary and third-party research.

Gerald Fershtman is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Maxim Financial Advisors since 2017 and associated with Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a diverse range of clients, including individuals, trusts, estates, corporations, and institutional entities. The firm’s advisors tailor investment strategies combining mutual funds, ETFs, equities, fixed income, options, and active reallocation across various platforms and third-party managers.

Scott Rochlin is a financial advisor with Maxim Financial Advisors LLC in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Maxim Financial Advisors since 2006 and is also affiliated with Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm manages assets using various investment vehicles and analytical methods, serving both retail and institutional clients such as other investment advisers, banking institutions, insurance companies, and government entities.

Andrew Grossman is a financial advisor with Maxim Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Maxim Financial Advisors since 2017 and has been affiliated with Maxim Group LLC since 2002. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a range of clients including individuals, trusts, estates, corporations, and retirement accounts. The firm employs various investment vehicles and analytical methods to tailor advice and manage portfolios, serving both individual and institutional clients.