Gary D. Dagres
Professional summary
Gary Daniel Dagres, who also goes by Gary Dagres, is a registered financial professional currently at EDGEPOINT CAPITAL ADVISORS LLC located in Beachwood, Ohio.
Gary is registered as a RR (Registered Representative) and started their career in finance in 2018. Gary has worked at 1 firm and has passed the Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gary Daniel Dagres's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 15, 2018 - Present
EDGEPOINT CAPITAL ADVISORS LLC
Office #1: 2000 Auburn Drive, Suite 330, Beachwood, OH 44122State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/29/2025)
(10/30/2024)
(1/2/2025)
(1/31/2023)
(1/6/2025)
(2/6/2025)
(2/20/2018)
(9/10/2020)
(9/16/2024)
Exams
FINRA
Current Firm
EDGEPOINT CAPITAL ADVISORS LLC
CRD#: 143695 / SEC#: , 8-67594
Contact information
FINRA licenses (22 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EP HOLDCO CORP | SHAREHOLDER OF CLASS A SHARES OF EDGEPOINT CAPITAL ADVISORS LLC | |
| KEEFE, MATTHEW FRANCIS | SHAREHOLDER OF CLASS B SHARES OF EDGEPOINT CAPITAL ADVISORS LLC | 5064000 |
| STAFFORD, THOMAS GORDON JR | SHAREHOLDER OF CLASS B SHARES OF EDGEPOINT CAPITAL ADVISORS LLC | 4506126 |
| HERUBIN, JOHN FELIX | MANAGING DIRECTOR/CCO | 4343060 |
| ZUCKER, THOMAS CHARLES | PRESIDENT, FINOP |
Red Flags
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