Unclaimed Profile

Sabrina Francis Lowell

MOSAIC FINANCIAL PARTNERS, INC.·SAN FRANCISCO, California

Clean record20 years registeredMOSAIC FINANCIAL PARTNERS, INC.

140 GEARY STREET, 6TH FLOOR, SAN FRANCISCO, CA 94108CRD# 5128934Firm CRD# 105180

Profile Verification

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

Identity

Sabrina Francis Lowell · SAN FRANCISCO, CA

Registration

CRD #5128934 · MOSAIC FINANCIAL PARTNERS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

SECOND SUMMIT WEALTH MANAGEMENT, LLC

Nov 2022 – present

FORT POINT CAPITAL PARTNERS LLC

Nov 2021 – Apr 2024

SAN FRANCISCO, CA

PRIVATE OCEAN

Oct 2018 – Nov 2021

SAN RAFAEL, CA

MOSAIC FINANCIAL PARTNERS, INC.

Apr 2006 – Oct 2018

SAN FRANCISCO, CA

Registrations & Exams

Registration record

First registered · April 10, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOSAIC FINANCIAL PARTNERS, INC.

CRD 105180 · SEC 801-33740

AUM

$623M

Regulatory assets under management

Employees

264 client accounts

Services offered by MOSAIC FINANCIAL PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOSAIC FINANCIAL PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Sabrina Francis Lowell offer?

Sabrina Francis Lowell specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Sabrina Francis Lowell's credentials?

Sabrina Francis Lowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sabrina Francis Lowell located?

Sabrina Francis Lowell is based in SAN FRANCISCO, California, working with MOSAIC FINANCIAL PARTNERS, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Sabrina Francis Lowell charge for services?

Sabrina Francis Lowell'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 MOSAIC FINANCIAL PARTNERS, INC.?

MOSAIC FINANCIAL PARTNERS, INC. has approximately 19 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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