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John Hugh Mcdevitt

Fort Point Capital Partners LLC

San Francisco, CA

CRD 4134048

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Employer firm

Fort Point Capital Partners LLC CRD 146759

$2.89B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fort Point Capital Partners Llc

275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-09-16
  • CA RA
    APPROVED
    Since 2020-09-16

Branch Locations

275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley & Co. Llc San Francisco CA 09/2002 03/2020
Fort Point Capital Partners Llc San Francisco CA 04/2020 Present
Uhlmann Price Securities, Llc Chicago IL 04/2020 Present
  • 09/2002 → 03/2020
    Morgan Stanley & Co. Llc
    San Francisco, CA
  • 04/2020 → Present
    San Francisco, CA
  • 04/2020 → Present
    Uhlmann Price Securities, Llc
    Chicago, IL
Other Businesses

NOB: Uhlmann Price Securities, LLC. Title: Managing Director. Start Date: April 2020. Investment Related. Duties: Managing Director. NOB: Fort Point Capital Partners LLC. Address: 275 Sacramento Street, San Francisco, CA 94111. Title: Managing Director. Start Date: April 2020 Investment Related. Dutie: Investment Advisory Representative. Hours per week: 40.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-15
S63 Uniform Securities Agent State Law Examination 2001-01-05
  • S65 Uniform Investment Adviser Law Examination
    2020-09-15
  • S63 Uniform Securities Agent State Law Examination
    2001-01-05
Other Names
  • John Hugh Mcdevitt

View on SEC IAPD

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