Paul Dziepak has been an investment adviser representative at Cirrus Capital since May 2020, and is not listed among the firm’s executive officers or direct owners.
Cirrus Capital LLC is a Bloomfield Hills, MI firm with $170M under management, 333 clients and 5 advisers across 3 offices, as of its August 2026 filing.
Paul Dziepak is Financial Advisor and Creative Director of Cirrus Capital, with over a decade of experience in finance and investment management. Before joining Cirrus, he served as a financial advisor with Merrill Lynch and later as a consultant to a private investment office, focusing on advanced options strategies and market research for ultra-high-net-worth portfolios. He also spent several years as CFO of a nonprofit organization. As Creative Director, he produces videos, social media content and resources.
Paul Dziepak’s longest registration is the current one, 6 years at Cirrus Capital since 2020. Before joining Cirrus Capital in 2020, Paul Dziepak was registered through Fundteq and Amerivest Investment Management, LLC.
- Cirrus Capital LLCCurrent– present · 6 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 288297
- Fundteq– · 4 yearsBirmingham, MI · Adviser representative · Firm CRD 269857
- Amerivest Investment Management, LLC– · under a yearBirmingham, MI · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · under a yearBirmingham, MI · Adviser representative · Firm CRD 7870
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearBloomfield Hills, MI · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Paul Dziepak is registered as an investment adviser representative in Michigan, since May 2020.
- MichiganSince 18 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 16 December 2019 |
| Series 66 | Uniform Combined State Law Examination | 5 September 2012 |
| Series 7 | General Securities Representative Examination | 2 August 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul C Dziepak
- CRD
- 6077242
- Firm
- Cirrus Capital · CRD 288297
- Office
- 33 BLOOMFIELD HILLS PARKWAY, SUITE 255, Bloomfield Hills, MI 48304
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cirruscapital.us
Where does Paul Dziepak work?
Paul Dziepak is an investment adviser representative registered through Cirrus Capital LLC since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Paul Dziepak a financial advisor?
Yes. Paul Dziepak has a current investment-adviser registration in Michigan, through Cirrus Capital since May 2020.
How many years of experience does Paul Dziepak have?
Paul Dziepak has 13 years in the financial industry, since January 2013, across 5 adviser firms.
What exams has Paul Dziepak passed?
Paul Dziepak has passed 3 licensing exams: the Series 7, Series 66 and SIE. The earliest, the Series 7, was passed in August 2012.
Where did Paul Dziepak work before Cirrus Capital?
Before Cirrus Capital, Paul Dziepak was registered through Fundteq, August 2015 to May 2020; Amerivest Investment Management, LLC, July 2014 to May 2015; TD Ameritrade, Inc., July 2014 to May 2015; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2012 to June 2014.
Where is Paul Dziepak based?
Paul Dziepak’s registered office is in Bloomfield Hills, MI.
Is Paul Dziepak registered with FINRA?
No. Paul Dziepak has no current broker registration.
How can I verify Paul Dziepak’s record?
Search CRD 6077242 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Dziepak’s full registration record.