Unclaimed Profile

Leigh M Shimamoto

VERNAL POINT ADVISORS, LLC·SAN FRANCISCO, California

Series 7, Series 66Clean record24 years registeredVERNAL POINT ADVISORS, LLC

235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 3239255Firm CRD# 166587

Profile Verification

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

Identity

Leigh M Shimamoto · SAN FRANCISCO, CA

Registration

CRD #3239255 · VERNAL POINT ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Dec 2024 – present

WEALTH ARCHITECTS, LLC

Mar 2020 – Oct 2024

MOUNTAIN VIEW, CA

VERNAL POINT ADVISORS, LLC

Jan 2015 – Dec 2020

SAN FRANCISCO, CA

FC ADVISORS

Oct 2013 – Jan 2015

SAN FRANCISCO, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Oct 2001 – Jun 2005

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 29, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERNAL POINT ADVISORS, LLC

CRD 166587 · SEC 801-80962

AUM

$1.6B

Regulatory assets under management

Employees

229 client accounts

Services offered by VERNAL POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERNAL POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Leigh M Shimamoto offer?

Leigh M Shimamoto specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Leigh M Shimamoto's credentials?

Leigh M Shimamoto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leigh M Shimamoto located?

Leigh M Shimamoto is based in SAN FRANCISCO, California, working with VERNAL POINT ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Leigh M Shimamoto charge for services?

Leigh M Shimamoto'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 VERNAL POINT ADVISORS, LLC?

VERNAL POINT ADVISORS, LLC has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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