Sabrina F. Lowell
SECOND SUMMIT WEALTH MANAGEMENT
San Francisco, CA
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CRD#: 5128934
Professional summary
Sabrina Francis Lowell, CFP® is a registered financial advisor currently at SECOND SUMMIT WEALTH MANAGEMENT, LLC located in San Francisco, California.
Sabrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Sabrina has worked at 4 firms .
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) OWNER OF SOLE PROPRIETORSHIP - SINCE 2017 IN SAN FRANCISCO, CA, NON-INVESTMENT RELATED, APPROX. 2 HRS PER MONTH DURING NON-TRADING HOURS PROVIDING LIFE COACHING. 2) The Olympic Club; Not Investment-Related; The Olympic Club 524 Post Street, San Francisco, CA 94102; private golf and athletics club; Nominating Committee Member; March 2024; approx. 2 hours/month, 0 hours during securities trading hours; Duties: Support the Board of Directors in fulfilling its fiduciary duties to identify individuals qualified to become members of the Board and to recommend such individuals to the Board to be Board nominees for directors. The Nominating Committee will review applications and conduct candidate interviews. 3) Financial Planning Association, Residency Program; Not Investment-Related; 1290 N Broadway, Denver, CO 80203; education; Financial Planning Association Residency, Dean; March 2024; approx. 40 hours/year; Duties: Serve as one of five Deans responsible for leading 6 day program where Residents participate in an interactive learning experience using three progressive case studies in small groups.
CRS (Client Relationship Summary) - RIA
Click below to view Sabrina Francis Lowell'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®
CFP®
Start date: 2005
Experience
Current
November 29, 2022 - Present
SECOND SUMMIT WEALTH MANAGEMENT, LLC
RIA
CRD#: 317984
San Francisco, CA
Past
November 21, 2021 - April 1, 2024
FORT POINT CAPITAL PARTNERS LLC
RIA
CRD#: 146759
SAN FRANCISCO, CA
Past
October 11, 2018 - November 15, 2021
WEALTHSPIRE ADVISORS
RIA
CRD#: 110666
SAN RAFAEL, CA
Past
April 10, 2006 - October 19, 2018
MOSAIC FINANCIAL PARTNERS, INC.
RIA
CRD#: 105180
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".
SS
SECOND SUMMIT WEALTH MANAGEMENT, LLC
SECOND SUMMIT WEALTH MANAGEMENT | SECOND SUMMIT WEALTH MANAGEMENT, LLC
CRD#: 317984 / SEC#: 801-130298
RIA
Registered Investment Advisory firm - (5/16/2024 Approved)California
Registered Investment Advisory firm - (6/23/2024 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.Highlighted states indicate IAR registrations
IAR
California(11/29/2022)
Exams
Current Firm
SS
SECOND SUMMIT WEALTH MANAGEMENT, LLC
SECOND SUMMIT WEALTH MANAGEMENT | SECOND SUMMIT WEALTH MANAGEMENT, LLC
CRD#: 317984 / SEC#: 801-130298
RIA
Registered Investment Advisory firm - (5/16/2024 Approved)California
Registered Investment Advisory firm - (6/23/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Francisco, CA
Mailing Address
275 Sacramento Street 8th Floor, San Francisco, CA 94111
Phone number
(415) 275-2442
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 151 |
| AUM (Assets Under Management) | $ 122,232,602 |
Red Flags
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