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EC

Eamon J. Cullinan

CURTIS POINT CAPITAL
Weston, MA 02493
Some features on this profile are disabled
CRD#: 5180213
EC

Professional summary

Eamon J Cullinan, who also goes by Eamon J Cullinan, Eamon Joseph Cullinan, Eamon Cullinan, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eamon J Cullinan | Eamon Joseph Cullinan | Eamon Cullinan

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 Eamon J Cullinan'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

January 20, 2026 - Present

CURTIS POINT CAPITAL

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

October 9, 2023 - November 30, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Boston, MA
Past

October 9, 2023 - November 30, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Boston, MA
Past

December 3, 2021 - September 9, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BOSTON, MA
Past

October 12, 2021 - September 9, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BOSTON, MA
Past

August 23, 2018 - June 16, 2020

MOELIS & COMPANY LLC

BD
CRD#: 145115
BOSTON, MA
Past

January 27, 2010 - August 27, 2018

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

January 1, 2008 - June 5, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Massachusetts
(1/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/29/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/22/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/14/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/31/2007
General Securities Representative 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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