Matthew C. Mcgrath

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CRD#: 4034262

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Christian Mcgrath, who also goes by Matthew Christian Mc Grath, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2000. Matthew had worked at 7 firms and has passed the Series 66, Series 63, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Matthew Christian Mc Grath

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 2, 2012 - March 11, 2014

FORT POINT CAPITAL PARTNERS LLC

RIA

CRD#: 146759

SAN FRANCISCO, CA

Past

July 16, 2010 - August 7, 2012

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

August 10, 2009 - February 3, 2010

SFI CAPITAL GROUP, LLC

CRD#: 141979

CLEVELAND, OH

Past

August 10, 2007 - May 12, 2009

WELLS FARGO SECURITIES, LLC

CRD#: 126292

CHARLOTTE, NC

Past

September 7, 2004 - September 8, 2004

THE SEIDLER COMPANIES INCORPORATED

CRD#: 3911

LOS ANGELES, CA

Past

May 1, 2001 - August 7, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

LOS ANGELES, CA

Past

January 20, 2000 - May 1, 2001

JPMSI

CRD#: 15733

NEW YORK, NY

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/1/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/25/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 9/11/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/19/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/26/2006

General Securities Principal Examination

Current Firm

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)

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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

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORT POINT ADV PART 2A BROCHURE (3/31/2025)

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	Cover Page	Report
11/20/2024	Cover Page	Report
04/26/2024	Cover Page	Report

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.

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Firm Stability Insights

Matthew C. Mcgrath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

SFI CAPITAL GROUP, LLC

WELLS FARGO SECURITIES, LLC

THE SEIDLER COMPANIES INCORPORATED

J.P. MORGAN SECURITIES INC.

JPMSI

Primary Firm SEC Registration

FORT POINT CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/1/2010

Series 63

Date: 11/25/2003

Series 3

Date: 9/11/2010

Series 7

Date: 1/19/2000

Series 24

Date: 1/26/2006

Current Firm

FORT POINT CAPITAL PARTNERS LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORT POINT CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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