Unclaimed Profile

Robin Ticknor Brinckerhoff

FORT POINT CAPITAL PARTNERS LLC·SAN FRANCISCO, California

SIE, Series 7, Series 63, Series 65CFPClean record15 years registeredFORT POINT CAPITAL PARTNERS LLC

275 SACRAMENTO STREET, SAN FRANCISCO, CA 94111CRD# 5886950Firm CRD# 146759

Profile Verification

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

Identity

Robin Ticknor Brinckerhoff · SAN FRANCISCO, CA

Registration

CRD #5886950 · FORT POINT CAPITAL PARTNERS LLC · 15 years registered

Brand Profile

Not yet started

Career History

UHLMANN PRICE SECURITIES, LLC

Apr 2020 – present

FORT POINT CAPITAL PARTNERS LLC

Jul 2017 – present

WELLS FARGO CLEARING SERVICES, LLC

Jul 2011 – Jul 2017

SAN FRANCISCO, CA

NORTH CAPITAL

Mar 2011 – Jun 2011

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 11, 2011

Years registered · 15

Professional designation · CFP

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

Speak with Robin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robin Ticknor Brinckerhoff offer?

Robin Ticknor Brinckerhoff specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Robin Ticknor Brinckerhoff's credentials?

Robin Ticknor Brinckerhoff holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robin Ticknor Brinckerhoff located?

Robin Ticknor Brinckerhoff 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 Robin Ticknor Brinckerhoff charge for services?

Robin Ticknor Brinckerhoff'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →