Gregory Clark Saunders
CFAProfessional Summary
Gregory Clark Saunders, CFA, who also goes by Greg Saunders, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Saunders
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
CURTIS POINT CAPITAL | CURTIS POINT CAPITAL, LLC
Contact Information
Main Address
6 Driftwood Lane, Weston, MA 02493Mailing Address
6 Driftwood, Weston, MA 02493Phone Number
(631) 721-3541Established
Delaware since 01/09/2017Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/5/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Jul 2005About the Series 87 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2000About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gregory Clark Saunders's CRS (Customer Relationship Summary).
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