Unclaimed Profile

Timothy Todd Mcdowell

FORT POINT CAPITAL PARTNERS LLC·SAN FRANCISCO, California

SIE, Series 7, Series 66Clean record11 years registeredFORT POINT CAPITAL PARTNERS LLC

275 SACRAMENTO STREET, SAN FRANCISCO, CA 94111CRD# 3095193Firm CRD# 146759

Profile Verification

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

Identity

Timothy Todd Mcdowell · SAN FRANCISCO, CA

Registration

CRD #3095193 · FORT POINT CAPITAL PARTNERS LLC · 11 years registered

Brand Profile

Not yet started

Career History

UHLMANN PRICE SECURITIES, LLC

Jan 2020 – present

FORT POINT CAPITAL PARTNERS LLC

Dec 2017 – present

CYPRESS POINT CAPITAL MANAGEMENT, LLC

Apr 2015 – Mar 2018

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 15, 2015

Years registered · 11

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 Timothy Todd Mcdowell offer?

Timothy Todd Mcdowell specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Timothy Todd Mcdowell's credentials?

Timothy Todd Mcdowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Todd Mcdowell located?

Timothy Todd Mcdowell 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 Timothy Todd Mcdowell charge for services?

Timothy Todd Mcdowell'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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