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AV

Andrew B. Van Ogtrop

CURTIS POINT CAPITAL
Weston, MA 02493
Some features on this profile are disabled
CRD#: 2921520
AV

Professional summary

Andrew Bernard Van Ogtrop, who also goes by Andrew Bernard Vanogtrop, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Andrew Bernard Vanogtrop

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 Andrew Bernard Van Ogtrop'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

August 24, 2020 - Present

CURTIS POINT CAPITAL

Office #1: 6 Driftwood Lane, Weston, MA 02493Office #2: 6 Driftwood Lane, Weston, MA 02493
BD
CRD#: 307399
Weston, MA
Past

November 14, 2019 - September 2, 2020

BMI CAPITAL INTERNATIONAL LLC

BD
CRD#: 154670
NEW YORK, NY
Past

January 22, 2019 - November 20, 2020

FUSION ANALYTICS SECURITIES LLC

BD
CRD#: 124245
CORAL SPRINGS, FL
Past

July 19, 2017 - November 19, 2018

RISE FINANCIAL SERVICES, LLC

BD
CRD#: 146103
Boston, MA
Past

January 6, 2017 - July 18, 2017

CSNR SERVICES, LLC

BD
CRD#: 282085
Wellesley, MA
Past

March 8, 2016 - January 3, 2017

FUSION ANALYTICS SECURITIES LLC

BD
CRD#: 124245
New York, NY
Past

September 4, 2012 - March 18, 2014

VIRTU ITG LLC

BD
CRD#: 29299
BOSTON, MA
Past

May 10, 2011 - August 22, 2012

WEEDEN & CO.L.P.

RIA
CRD#: 16835
BOSTON, MA
Past

May 3, 2011 - August 22, 2012

WEEDEN & CO.L.P.

BD
CRD#: 16835
BOSTON, MA
Past

January 10, 2007 - December 8, 2010

DETWILER FENTON & CO.

RIA
CRD#: 1794
BOSTON, MA
Past

May 27, 2004 - August 5, 2005

DETWILER FENTON & CO.

RIA
CRD#: 1794
BOSTON, MA
Past

May 3, 2004 - May 2, 2011

DETWILER FENTON & CO.

BD
CRD#: 1794
BOSTON, MA
Past

July 29, 2003 - May 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
BOSTON, MA
Past

March 21, 2003 - May 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

September 24, 1999 - February 28, 2003

WESTMINSTER RESEARCH ASSOCIATES LLC

BD
CRD#: 14508
STAMFORD, CT
Past

November 16, 1998 - June 22, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 5, 1997 - August 13, 1998

DAVIS DISTRIBUTORS, LLC

BD
CRD#: 7975
TUCSON, AZ

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
Arkansas
(6/21/2022)
RR
California
(3/9/2021)
RR
Connecticut
(4/5/2021)
RR
Florida
(8/19/2022)
RR
Maryland
(2/26/2021)
RR
Massachusetts
(2/24/2021)
RR
New Jersey
(6/11/2021)
RR
New York
(2/28/2021)
RR
Pennsylvania
(3/16/2021)
RR
Texas
(7/15/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/16/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/6/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/14/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/4/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/7/2020
General Securities Principal 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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