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Eamon J Cullinan

CURTIS POINT CAPITAL
WESTON, MA
·CRD# 5180213·19 years experience

Professional Summary

Eamon J Cullinan, who also goes by Eamon J Cullinan, Eamon Joseph Cullinan, Eamon Cullinan, is a registered financial advisor currently at CURTIS POINT CAPITAL located in Weston, Massachusetts. Eamon is registered as a RR (Registered Representative) and started their career in finance in 2008. Eamon has worked at 5 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eamon J Cullinan, Eamon Joseph Cullinan, Eamon Cullinan

Blog Corner

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

19 years in the financial services industry

Current & Past Employments

CURTIS POINT CAPITAL·CRD# 307399
BD
6 Driftwood Lane, Weston, MA 02493
January 20, 2026 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Boston, MA
October 9, 2023 - November 30, 2025
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Boston, MA
October 9, 2023 - November 30, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Boston, MA
December 3, 2021 - September 9, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Boston, MA
October 12, 2021 - September 9, 2023
MOELIS & COMPANY LLC·CRD# 145115
BD
Boston, MA
August 23, 2018 - June 16, 2020
DEUTSCHE BANK SECURITIES INC.·CRD# 2525
BD
New York, NY
January 27, 2010 - August 27, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
January 1, 2008 - June 5, 2009

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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)

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

FINRA licenses (13 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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

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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

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Massachusetts
(1/20/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2007About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Dec 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2007About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Eamon J Cullinan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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