Matthew Clark Zolin
Professional Summary
Matthew Clark Zolin is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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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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Years of Experience
32 years registered in the securities industry
Current & Past Employments
Current
Past
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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
(12/9/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Nov 2023About the Series 82TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Clark Zolin's CRS (Customer Relationship Summary).
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