Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Ian Zagon

Cova Capital Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Ian Zagon

Matthew Zagon is a financial advisor with Cova Capital Partners LLC in Syosset, NY. Matthew has been working in the financial services industry since 2005. Matthew has Series 7, SIE, and Series 63 licenses. Matthew is registered with FINRA and is also registered with the state regulators in California, Colorado, Connecticut, Florida, Indiana, Massachusetts, New York, Pennsylvania, Puerto Rico, and Texas.

Firm Information

Matthew Zagon is currently registered with Cova Capital Partners LLC. Cova Capital Partners LLC is a Limited Liability Company formed on June 15, 2000. The firm is registered in 41 states and has one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Zagon’s Registration & Firm History

NY

07/11/2016 - Present

Cova Capital Partners LLC (SYOSSET NY)

NA

04/03/2003 - 11/07/2003

SANDS BROTHERS INTERNATIONAL LTD. (LONDON )

NY

05/05/2003 - 11/06/2003

SANDS BROTHERS & CO., LTD. (NEW YORK NY)

NY

09/04/2001 - 03/21/2003

KSH INVESTMENT GROUP, INC. (GREAT NECK NY)

NY

08/22/2000 - 09/18/2001

INVESTEC ERNST & COMPANY (NEW YORK NY)

NY

01/19/2000 - 11/21/2000

JOSEPH DILLON & COMPANY INC. (GREAT NECK NY)

NY

11/17/1998 - 12/01/1999

JOSEPH DILLON & COMPANY INC. (GREAT NECK NY)

NY

02/04/1998 - 09/03/1998

FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)

NY

01/19/1994 - 02/09/1998

GKN SECURITIES CORP. (NEW YORK NY)

NY

10/02/1993 - 11/03/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

04/14/1993 - 09/02/1993

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

07/23/1992 - 04/13/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

05/26/1992 - 06/02/1992

HANOVER, STERLING & COMPANY LTD. (NEW YORK NY)

Not sure if Matthew Ian Zagon is right for you?

Licenses & Designations

BC

Issued 08/05/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Matthew Ian Zagon. Review regulatory record here.
Not sure if Matthew Ian Zagon is right for you?