Solutions for the Modern Advisor

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 »

Fidelity Clearing & Custody Solutions

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 »

Fidelity Clearing & Custody Solutions

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 »

Build, Grow & Thrive with CEROS

Take your business to the next level with the subject-matter experience, custom support,
and comprehensive wealth management capabilities designed to help you succeed.

We are commited to your success. We do not share data.

If you’re a client and need assistance, please contact us directly at (866) 842-3356.
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