Eric N Zoller
Professional Summary
Eric N Zoller is a registered financial advisor currently at SEVENPOINT PARTNERS LLC located in Summit, New Jersey. Eric is registered as a RR (Registered Representative) and started their career in finance in 2004. Eric has worked at 6 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 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
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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SUMMIT PLACE FINANCIAL ADVISORS, LLC
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
SEVENPOINT PARTNERS LLC | SEVENPOINT PARTNERS, LP
Contact Information
Main Address
60 River Road, Summit, NJ 07901Mailing Address
60 River Road, Summit, NJ 07901Phone Number
(305) 613-0857Established
Delaware since 03/26/2025Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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State Registrations and Notice Filings
(6/23/2025)
(4/6/2026)
(8/17/2026)
(3/31/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Eric N Zoller's CRS (Customer Relationship Summary).
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