Colin T. Zucker
Professional summary
Colin Thomas Zucker is a registered financial professional currently at EDGEPOINT CAPITAL ADVISORS LLC located in Beachwood, Ohio.
Colin is registered as a RR (Registered Representative) and started their career in finance in 2018. Colin 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 Colin Thomas Zucker's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2023 - Present
EDGEPOINT CAPITAL ADVISORS LLC
Office #1: 2000 Auburn Drive, Suite 330, Beachwood, OH 44122August 30, 2018 - September 20, 2021
EDGEPOINT CAPITAL ADVISORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/28/2024)
(5/15/2023)
(1/8/2025)
(10/15/2025)
(4/5/2023)
(1/2/2025)
(7/5/2023)
(10/8/2025)
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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