TM
Timothy T. Mcdowell
FORT POINT CAPITAL PARTNERS LLC
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 3095193
TM
Professional summary
Timothy Todd Mcdowell is a registered financial advisor currently at FORT POINT CAPITAL PARTNERS LLC located in San Francisco, California and UHLMANN PRICE SECURITIES, LLC located in San Francisco , California.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Timothy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) NOB: FORT POINT CAPITAL PARTNERS LLC, AN SEC REGISTERED INVESTMENT ADVISER THAT SPONSORS FUNDS-OF-FUNDS. TITLE: MANAGING PARTNER . START DATE: 06/01/2013. DUTIES: MANAGE THE FIRM AND INVESTMENT ACTIVITIES. APPROXIMATELY 60 H/P/M. INVESTMENT RELATED. 2.) NOB: NEW FORT POINT INSURANCE SERVICES LLC. TITLE: MEMBER. START DATE: 01/01/18. DUTIES: MANAGE THE FIRM. APPROX 1 H/P/M. INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Todd Mcdowell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 14, 2017 - Present
FORT POINT CAPITAL PARTNERS LLC
Office #1: 275 Sacramento Street 8th Floor, San Francisco, CA 94111RIA
CRD#: 146759
San Francisco, CA
Current
January 2, 2020 - Present
UHLMANN PRICE SECURITIES, LLC
Office #1: 275 Sacramento Street Floor 8, San Francisco , CA 94111BD
CRD#: 42854
San Francisco , CA
Past
June 24, 2019 - December 17, 2019
GORDIAN INVESTMENTS, LLC
BD
CRD#: 158611
OREGON HOUSE, CA
Past
April 15, 2015 - March 22, 2018
CYPRESS POINT CAPITAL MANAGEMENT, LLC
RIA
CRD#: 154949
SAN FRANCISCO, CA
Past
May 6, 2014 - November 30, 2018
GORDIAN INVESTMENTS, LLC
BD
CRD#: 158611
SAN FRANCISCO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FP
FORT POINT CAPITAL PARTNERS LLC
FORT POINT CAPITAL PARTNERS LLC
CRD#: 146759 / SEC#: 801-69650
RIA
Registered Investment Advisory firm - (10/24/2008 Approved)California
Registered Investment Advisory firm - (10/28/2008 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/2/2020)
IAR
California(12/14/2017)
RR
California(1/2/2020)
RR
Colorado(8/13/2020)
RR
Connecticut(1/2/2020)
RR
Florida(1/2/2020)
RR
Georgia(1/2/2020)
RR
Illinois(1/2/2020)
RR
Kansas(1/2/2020)
RR
Kentucky(1/10/2022)
RR
Maryland(1/2/2020)
RR
Massachusetts(1/2/2020)
RR
Michigan(1/2/2020)
RR
Minnesota(1/2/2020)
RR
Missouri(1/2/2020)
RR
Nevada(11/5/2023)
RR
New Jersey(1/2/2020)
RR
New York(1/2/2020)
RR
North Carolina(1/2/2020)
RR
Ohio(1/2/2020)
RR
Oklahoma(7/9/2020)
RR
Pennsylvania(1/2/2020)
RR
South Carolina(11/5/2023)
RR
Texas(1/2/2020)
RR
Utah(11/5/2023)
RR
Virginia(1/2/2020)
RR
Washington(1/2/2020)
RR
Wyoming(11/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FP
FORT POINT CAPITAL PARTNERS LLC
FORT POINT CAPITAL PARTNERS LLC
CRD#: 146759 / SEC#: 801-69650
RIA
Registered Investment Advisory firm - (10/24/2008 Approved)California
Registered Investment Advisory firm - (10/28/2008 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
275 Sacramento Street 8th Floor, San Francisco, CA 94111
Mailing Address
Phone number
(415) 449-0570
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,413 |
| AUM (Assets Under Management) | $ 2,002,678,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 11/20/2024 | ||
| 04/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
