Financial ADVSR advisor directory · SEC adviser records
Fort Point Capital Partners LLC financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Fort Point Capital Partners LLC office in San Francisco, A to Z.
The short answer
12 registered advisors work at Fort Point Capital Partners LLC in San Francisco, out of 18 at the firm nationwide; it ranks number 38 in the city by advisors. 5 list the CFP designation and 6 are also registered broker representatives.
Fort Point Capital Partners LLC advisors in San Francisco, A to Z
Every Fort Point Capital Partners LLC advisor →- Mark A. AndersonCertified Financial Planner
- Olusola AwofalaInvestment adviser rep
- Robin T. BrinckerhoffCertified Financial Planner · Also a broker rep
- Ralph M. Drybrough IIIAlso a broker rep
- Roy HayaAlso a broker rep
- Jacob D. MahoneyInvestment adviser rep
- Jonathan L. MaierCertified Financial Planner
- Timothy T. McDowellAlso a broker rep
- Eric T. MillerCertified Financial Planner · Also a broker rep
- Joseph W. PittsCertified Financial Planner
- Tyler J. SloanInvestment adviser rep
- Paul R. TouchstoneChartered Financial Analyst · Also a broker rep
Fort Point Capital Partners LLC advisors in every city and state →Fort Point Capital Partners LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Fort Point Capital Partners LLC advisors in other cities
Austin, TX 1Bronxville, NY 1Naples, FL 1New York, NY 1Redondo Beach, CA 1Rolling Hills Estates, CA 1
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 427J.P. Morgan Securities LLC 286Merrill Lynch, Pierce, Fenner & Smith Incorporated 218UBS Financial Services Inc. 209Farther 144Wells Fargo Clearing Services, LLC 110Strategic Advisers LLC 75Citigroup Global Markets Inc. 73Charles Schwab & Co., Inc. 70Iconiq Capital, LLC 69Schwab Wealth Advisory, Inc. 67Parallel Advisors, LLC 55
Questions
How many financial advisors does Fort Point Capital Partners LLC have in San Francisco?
12 investment adviser representatives are registered at Fort Point Capital Partners LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 5 list the CFP designation and 6 are also registered as broker representatives.
Is Fort Point Capital Partners LLC one of the largest advisor employers in San Francisco?
Fort Point Capital Partners LLC ranks number 38 in San Francisco by registered advisors; Morgan Stanley has the most, with 427.
How do I check a Fort Point Capital Partners LLC advisor in San Francisco?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Fort Point Capital Partners LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.