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Robin Ticknor Brinckerhoff

Fort Point Capital Partners LLC

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About Robin Ticknor Brinckerhoff

Robin Brinckerhoff is a Managing Director at Fort Point Capital Partners LLC. Robin has been in the financial services industry since 2011 and has over 10 years of experience in investment management and financial planning. Robin holds a Series 63, 65 and 7 license and is also a Certified Financial Planner. Prior to joining Fort Point, Robin was a Financial Advisor at Wells Fargo Advisors LLC. Robin specializes in portfolio management for individuals, pooled investment vehicles, and selection of other advisors.

Firm Information

Robin Brinckerhoff is currently registered with Fort Point Capital Partners LLC. Fort Point Capital Partners LLC is a San Francisco, CA-based investment advisor registered with the SEC. The firm manages approximately $1,491,236,164 in assets for individuals, high-net-worth individuals, and pooled investment vehicles. They offer financial planning and portfolio management services.
Fort Point Capital Partners LLC

275 SACRAMENTO STREET

SAN FRANCISCO, CA 94111

$1.49B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robin Brinckerhoff’s Registration & Firm History

CA

07/19/2017 - Present

Fort Point Capital Partners LLC (SAN FRANCISCO CA)

CA

07/08/2019 - 12/31/2019

GORDIAN INVESTMENTS, LLC (OREGON HOUSE CA)

CA

10/05/2011 - 07/17/2017

WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 11/03/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/10/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robin Ticknor Brinckerhoff.
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