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RS

Ronald M. Swicegood

SEVENPOINT PARTNERS LLC
SUMMIT, NJ 07901
Some features on this profile are disabled
CRD#: 6926780
RS

Professional summary


Ronald Mark Swicegood, who also goes by Mark Ronald Swicegood, Mark Swicegood, Ronald Mark Mark Swicegood, is a registered financial professional currently at SEVENPOINT PARTNERS LLC located in Summit, New Jersey.

Ronald is registered as a RR (Registered Representative) and started their career in finance in 2018. Ronald has worked at 3 firms and has passed the Series 7TO, SIE, Series 99 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark Ronald Swicegood | Mark Swicegood | Ronald Mark Mark Swicegood

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 Ronald Mark Swicegood'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

March 10, 2025 - Present

SEVENPOINT PARTNERS LLC

Office #1: 60 River Road, Summit, NJ 07901
BD
CRD#: 333073
SUMMIT, NJ
Past

November 6, 2019 - April 3, 2023

SIXPOINT PARTNERS LLC

BD
CRD#: 146067
NEW YORK, NY
Past

June 30, 2018 - October 4, 2019

ANZ SECURITIES, INC.

BD
CRD#: 36654
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7TO
Date: 4/3/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99
Date: 6/30/2018
Operations Professional Examination
Principal/Supervisory 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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 333073Summit, NJ 07901

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