Unclaimed Profile

Paul Robert Touchstone

FORT POINT CAPITAL PARTNERS LLC·SAN FRANCISCO, California

SIE, Series 7, Series 63, Series 65CFAClean record23 years registeredFORT POINT CAPITAL PARTNERS LLC

275 SACRAMENTO STREET, SAN FRANCISCO, CA 94111CRD# 4640001Firm CRD# 146759

Profile Verification

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

Identity

Paul Robert Touchstone · SAN FRANCISCO, CA

Registration

CRD #4640001 · FORT POINT CAPITAL PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

UHLMANN PRICE SECURITIES, LLC

Jan 2020 – present

FORT POINT CAPITAL PARTNERS LLC

Apr 2012 – present

STRATIFI, LLC

Jan 2015 – Mar 2018

SAN FRANCISCO, CA

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nov 2011 – Mar 2012

SAN FRANCISCO, CA

STONE & YOUNGBERG LLC

Nov 2009 – Nov 2011

SAN FRANCISCO, CA

SCHROEDER CAPITAL MANAGEMENT, LLC

May 2003 – Jan 2007

LAFAYETTE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 8, 2003

Years registered · 23

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORT POINT CAPITAL PARTNERS LLC

CRD 146759 · SEC 801-69650

AUM

$1.5B

Regulatory assets under management

Employees

1,150 client accounts

Services offered by FORT POINT CAPITAL PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FORT POINT CAPITAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Paul Robert Touchstone offer?

Paul Robert Touchstone specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Paul Robert Touchstone's credentials?

Paul Robert Touchstone holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Robert Touchstone located?

Paul Robert Touchstone is based in SAN FRANCISCO, California, working with FORT POINT CAPITAL PARTNERS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Paul Robert Touchstone charge for services?

Paul Robert Touchstone's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORT POINT CAPITAL PARTNERS LLC?

FORT POINT CAPITAL PARTNERS LLC has approximately 25 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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