Unclaimed Profile

Frank Matthew Zecca

OCTAGON FINANCIAL SERVICES INC·MCLEAN, Virginia

SIE, Series 6, Series 63, Series 65CFPClean record26 years registeredOCTAGON FINANCIAL SERVICES INC

7950 JONES BRANCH DRIVE, MCLEAN, VA 22102CRD# 2501085Firm CRD# 107335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank Matthew Zecca · MCLEAN, VA

Registration

CRD #2501085 · OCTAGON FINANCIAL SERVICES INC · 26 years registered

Brand Profile

Not yet started

Career History

ACTIV8 FAMILY OFFICE LLC

Dec 2025 – present

OFS

Apr 2000 – Dec 2025

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · April 26, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OCTAGON FINANCIAL SERVICES INC

CRD 107335 · SEC 801-20076

AUM

$1.2B

Regulatory assets under management

Employees

2,279 client accounts

Services offered by OCTAGON FINANCIAL SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OCTAGON FINANCIAL SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Frank Matthew Zecca offer?

Frank Matthew Zecca specializes in Financial Planning, Investment Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Frank Matthew Zecca's credentials?

Frank Matthew Zecca holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Frank Matthew Zecca located?

Frank Matthew Zecca is based in MCLEAN, Virginia, working with OCTAGON FINANCIAL SERVICES INC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does Frank Matthew Zecca charge for services?

Frank Matthew Zecca's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OCTAGON FINANCIAL SERVICES INC?

OCTAGON FINANCIAL SERVICES INC has approximately 23 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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