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GS

Gregory C. Saunders

CURTIS POINT CAPITAL
Weston, MA 02493
Some features on this profile are disabled
CRD#: 2318750
GS

Professional summary

Gregory Clark Saunders, CFA, who also goes by Greg Saunders, is a registered financial professional currently at CURTIS POINT CAPITAL located in Weston, Massachusetts.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1995. Gregory has worked at 10 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 87, Series 7 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Greg Saunders

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 Gregory Clark Saunders'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®
CFA

Chartered Financial Analyst

Experience

Current

October 5, 2023 - Present

CURTIS POINT CAPITAL

Office #1: 6 Driftwood Lane, Weston, MA 02493
BD
CRD#: 307399
Weston, MA
Past

February 14, 2022 - December 1, 2022

WILLIAMS TRADING LLC

BD
CRD#: 43678
WESTPORT, CT
Past

January 7, 2014 - April 3, 2014

IRC SECURITIES LLC

BD
CRD#: 150022
NEW YORK, NY
Past

January 9, 2013 - May 21, 2013

KOYOTE TRADING LLC

BD
CRD#: 149672
NEW YORK, NY
Past

January 10, 2007 - December 8, 2010

DETWILER FENTON & CO.

RIA
CRD#: 1794
BOSTON, MA
Past

June 6, 2005 - August 5, 2005

DETWILER FENTON & CO.

RIA
CRD#: 1794
BOSTON, MA
Past

November 11, 2002 - January 11, 2012

DETWILER FENTON & CO.

BD
CRD#: 1794
BOSTON, MA
Past

June 7, 2001 - November 12, 2002

CANACCORD GENUITY LLC

BD
CRD#: 1020
NEW YORK, NY
Past

April 30, 2001 - June 14, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

February 3, 2001 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

August 1, 2000 - February 5, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

October 20, 1998 - July 17, 2000

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

June 6, 1995 - April 30, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
Massachusetts
(10/5/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 2/22/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/5/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/14/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/31/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 7/29/2005
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 6/5/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/28/2000
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CURTIS POINT CAPITAL
CURTIS POINT CAPITAL | CURTIS POINT CAPITAL, LLC

CRD#: 307399 / SEC#: , 8-70494

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

Main Address
6 Driftwood Lane, Weston, MA 02493
Mailing Address
6 Driftwood, Weston, MA 02493
Phone number
(631) 721-3541
Established
Delaware since 01/09/2017
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (12 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#
CURTIS POINT HOLDINGS, LLCDIRECT OWNER
PERCH BAY GROUP, LLCDIRECT OWNER
DORFMAN, ESTEE CARLAFINOP2696529
VAN OGTROP, ANDREW BERNARDMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER2921520

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

CURTIS POINT CAPITAL

CRD#: 307399Weston, MA 02493

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