Sevenpoint Partners LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Summit, New Jersey
CRD number
333073
Registered since
March 10, 2025

Firm profile

FINTRX

Overview

Sevenpoint Partners LLC is organized as a limited liability company and is listed as SEC-registered in 2025. Ownership is described as individual-held and the firm is classified as unclassified in the available snapshot. The profile indicates the adviser does not act as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. Several standard fields — including client base, fee structure, business activities, and advisory activities — are not provided in the data set.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Eric Zoller

    Chief Executive OfficerCRD 4795542

Contacts

3 of 7
  • Nolan Cummings

    Nolan Cummings

    AssociateCRD 7385502

  • Matthew Thornton

    Matthew Thornton

    Partner, PresidentCRD 4239263

  • Luis Goberna

    PrincipalCRD 7152621

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Summit, NJ

Union

Location

Summit, NJ

Headquartered in Summit, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Union
Address
60 River Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth