Matthew C. Zolin

CURTIS POINT CAPITAL

Weston, MA 02493

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CRD#: 2563801

Professional summary

Matthew Clark Zolin is a registered financial professional currently at CURTIS POINT CAPITAL located in Weston, Massachusetts.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1994. Matthew has worked at 10 firms and has passed the Series 63, Series 82TO and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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 Clark Zolin'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

December 9, 2021 - Present

CURTIS POINT CAPITAL

Office #1: 6 Driftwood Lane, Weston, MA 02493

CRD#: 307399

Weston, MA

Past

October 25, 2019 - April 19, 2021

SHARENETT SECURITIES LLC

CRD#: 151011

New York, NY

Past

May 27, 2014 - July 13, 2015

GUGGENHEIM SECURITIES, LLC

CRD#: 40638

NEW YORK, NY

Past

March 30, 2011 - May 5, 2014

CANTOR FITZGERALD & CO.

CRD#: 134

NEW YORK, NY

Past

August 21, 2009 - February 17, 2011

CHAPDELAINE TULLETT PREBON, LLC

CRD#: 7017

NEW YORK, NY

Past

April 29, 2003 - December 13, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 10, 2000 - April 1, 2003

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

April 10, 1997 - November 3, 2000

COWEN AND COMPANY

CRD#: 7616

NEW YORK, NY

Past

March 7, 1996 - November 14, 1996

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

December 2, 1994 - March 28, 1996

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

State Registrations and Notice Filings

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

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

Connecticut
(12/9/2021)

Exams

State Security Law Exam

Series 63

Date: 11/27/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 82TO

Date: 11/30/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

Series 7

Date: 12/1/1994

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CURTIS POINT CAPITAL

CURTIS POINT CAPITAL | CURTIS POINT CAPITAL, LLC

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

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)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CURTIS POINT HOLDINGS, LLC	DIRECT OWNER
PERCH BAY GROUP, LLC	DIRECT OWNER
DORFMAN, ESTEE CARLA	FINOP	2696529
VAN OGTROP, ANDREW BERNARD	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	2921520

Red Flags

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

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Matthew C. Zolin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Clark Zolin's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHARENETT SECURITIES LLC

GUGGENHEIM SECURITIES, LLC

CANTOR FITZGERALD & CO.

CHAPDELAINE TULLETT PREBON, LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

COWEN AND COMPANY

BANC OF AMERICA SECURITIES LLC

DB ALEX. BROWN LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/27/2019

Series 82TO

Date: 11/30/2023

Series 7

Date: 12/1/1994

FINRA

Current Firm

CURTIS POINT CAPITAL

Contact information

FINRA licenses (12 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CURTIS POINT CAPITAL

TRUST BUT VERIFY

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