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KM

Krista M. Marcucci

FOUR POINTS CAPITAL PARTNERS
EAST AMHERST, NY
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CRD#: 7147684
KM
Krista M MarcucciFOUR POINTS CAPITAL PARTNERS

Professional summary

Krista M Marcucci, who also goes by Krista Marie Marcucci, Krista Marcucci, is a registered financial professional currently at FOUR POINTS CAPITAL PARTNERS LLC located in East Amherst, New York.

Krista is registered as a RR (Registered Representative) and started their career in finance in 2019. Krista has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Krista Marie Marcucci | Krista Marcucci

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.
*615919 - Rental Property; Investment Related - Yes; Belmont, North Carolina; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2024; During Business Hours: 0; After Business Hours: 1; Property Management.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Krista M Marcucci'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

August 26, 2026 - Present

FOUR POINTS CAPITAL PARTNERS LLC

BD
CRD#: 43149
EAST AMHERST, NY
Past

December 24, 2020 - March 14, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Charlotte, NC
Past

December 24, 2020 - March 14, 2025

MORGAN STANLEY

BD
CRD#: 149777
Charlotte, NC
Past

October 8, 2019 - December 21, 2020

FOUR POINTS CAPITAL PARTNERS LLC

BD
CRD#: 43149
RIDGEWOOD, NJ

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
Connecticut
(8/26/2026)
RR
New York
(8/26/2026)
RR
North Carolina
(8/26/2026)
RR
South Carolina
(8/26/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
PR
Series 66
Status Unavailable
Passed: 2/13/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 10/8/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 2/20/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FP
FOUR POINTS CAPITAL PARTNERS LLC
AURORA FINANCIAL SERVICES, L.L.C. | HAYDEN & ASSOCIATES | FOUR POINTS CAPITAL PARTNERS LLC

CRD#: 43149 / SEC#: , 8-50162

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

Main Address
55a E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450
Mailing Address
55a E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450
Phone number
(212) 257-5240
Established
Texas since 07/23/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
5M HOLDINGS LLCMANAGING MEMBER
GRAY, JOHN CLARKECHIEF FINANCIAL OPERATIONS OFFICER / CFO1367440
MARTINO, MICHAEL CHRISTOPHERCHIEF EXECUTIVE OFFICER2579146
MURPHY, GENE RYANCHIEF OPERATIONS OFFICER4739772
TOOKE, JEFFREY ACHIEF COMPLIANCE OFFICER, AMLCO5621579

Disclosures

Regulatory Event1

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

FOUR POINTS CAPITAL PARTNERS LLC

CRD#: 43149East Amherst, NY

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