Andrew Bernard Van Ogtrop
Professional Summary
Andrew Bernard Van Ogtrop, who also goes by Andrew Bernard Vanogtrop, is a registered financial advisor currently at CURTIS POINT CAPITAL located in Weston, Massachusetts. Andrew is registered as a RR (Registered Representative) and started their career in finance in 1997. Andrew has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andrew Bernard Vanogtrop
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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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Years of Experience
29 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
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
(6/21/2022)
(3/9/2021)
(4/5/2021)
(3/30/2026)
(8/19/2022)
(2/26/2021)
(2/24/2021)
(6/11/2021)
(2/28/2021)
(3/16/2021)
(7/15/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1997About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Andrew Bernard Van Ogtrop's CRS (Customer Relationship Summary).
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