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MZ

Matthew I. Zagon

COVA CAPITAL PARTNERS LLC
Syosset, NY 11791
Some features on this profile are disabled
CRD#: 2165362
MZ

Professional summary

Matthew Ian Zagon is a registered financial professional currently at COVA CAPITAL PARTNERS LLC located in Syosset, New York.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1992. Matthew has worked at 12 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Ian Zagon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 11, 2016 - Present

COVA CAPITAL PARTNERS LLC

Office #1: 6851 Jericho Tpke Suite 205, Syosset, NY 11791
BD
CRD#: 109761
Syosset, NY
Past

May 5, 2003 - November 6, 2003

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

April 3, 2003 - November 7, 2003

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
LONDON,
Past

September 4, 2001 - March 21, 2003

KSH INVESTMENT GROUP, INC.

BD
CRD#: 41817
GREAT NECK, NY
Past

August 22, 2000 - September 18, 2001

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

January 19, 2000 - November 21, 2000

JOSEPH DILLON & COMPANY INC.

BD
CRD#: 35220
GREAT NECK, NY
Past

November 17, 1998 - December 1, 1999

JOSEPH DILLON & COMPANY INC.

BD
CRD#: 35220
GREAT NECK, NY
Past

February 4, 1998 - September 3, 1998

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

January 19, 1994 - February 9, 1998

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

October 2, 1993 - November 3, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 14, 1993 - September 2, 1993

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

July 23, 1992 - April 13, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 26, 1992 - June 2, 1992

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/5/2016)
RR
Colorado
(8/10/2016)
RR
Connecticut
(7/25/2016)
RR
Florida
(11/21/2016)
RR
Massachusetts
(2/7/2020)
RR
Missouri
(1/8/2025)
RR
New York
(8/8/2016)
RR
Pennsylvania
(6/21/2017)
RR
Puerto Rico
(8/6/2024)
RR
Texas
(2/6/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 8/5/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/11/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
COVA CAPITAL PARTNERS LLC
ALERE FINANCIAL | VENTURE CAPITAL CROSS | GREGORY O'CONNOR AND ASSOCIATES, LLC | COVA CAPITAL PARTNERS LLC | BANNOCKBURN PARTNERS, LLC | APEX MILLENNIUM GROUP, LLC

CRD#: 109761 / SEC#: , 8-53105

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information

Main Address
6851 Jericho Tpke Suite 205, Syosset, NY 11791
Mailing Address
6851 Jericho Tpke Suite 205, Syosset, NY 11791
Phone number
(917) 398-3033
Established
New York since 06/15/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AVCO CAPITAL CORP.OWNER
GIBSTEIN, EDWARD TAYLORCHIEF EXECUTIVE OFFICER ("CEO"), HEAD OF INVESTMENT BANKING1197295
STOUBER, RANDYFINOP1104531
WALKER, PATRICK THOMASCCO2107798

Disclosures

Regulatory Event2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COVA CAPITAL PARTNERS LLC

CRD#: 109761Syosset, NY 11791

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