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JM

Joseph W. Maertens

SEVENPOINT PARTNERS
New York, NY 10022
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CRD#: 6095742
JM
Joseph William MaertensSEVENPOINT PARTNERS

Professional summary


Joseph William Maertens, who also goes by Joe Maertens, is a registered financial professional currently at SEVENPOINT PARTNERS LLC located in New York, New York.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2017. Joseph has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Aliases


Joe Maertens

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 Joseph William Maertens's 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

June 26, 2026 - Present

SEVENPOINT PARTNERS LLC

Office #1: 600 Lexington Ave 12th Floor, New York, NY 10022Office #2: 60 River Road, Summit, NJ 07901
BD
CRD#: 333073
New York, NY
Past

March 29, 2023 - June 19, 2026

PROBITAS FUNDS GROUP, LLC

BD
CRD#: 115876
NEW YORK, NY
Past

April 27, 2017 - October 7, 2022

ATLANTIC - PACIFIC CAPITAL, INC.

BD
CRD#: 38356
NEW YORK, NY
Past

February 4, 2017 - April 17, 2017

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
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
New Jersey
(6/26/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 2/23/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SP
SEVENPOINT PARTNERS LLC
SEVENPOINT PARTNERS LLC | SEVENPOINT PARTNERS, LP

CRD#: 333073 / SEC#: , 8-71287

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
60 River Road, Summit, NJ 07901
Mailing Address
60 River Road, Summit, NJ 07901
Phone number
(301) 520-7549
Established
Delaware since 03/26/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
ZOLLER, ERIC NCEO & LIMITED PARTNER4795542
DOLAN, ERIK JCHIEF COMPLIANCE OFFICER3161467
SWICEGOOD, RONALD MARKFIN-OP6926780

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SEVENPOINT PARTNERS LLC

CRD#: 333073New York, NY 10022

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