SEVENPOINT PARTNERS LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
9
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 appears in the dataset as having completed SEC registration in 2025. The firm is listed as owned by an individual and is categorized as "unclassified" for the purposes of the available registry fields. The dataset indicates the firm is not designated as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not recorded as a related adviser. Disclosure to the data provider about the firm's operating model is minimal: fields for client base, fee structure, business activities and advisory services were left blank in the source material.

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 8
  • Nolan Cummings

    AssociateCRD 7385502

  • MATTHEW THORNTON

    Partner, PresidentCRD 4239263

  • ERIK DOLAN

    CCOCRD 3161467

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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