Robin Ticknor Brinckerhoff

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 07/2017
  Wells Fargo Bank, N.A.
  San Francisco, CA
• 07/2011 → 11/2016
  Wells Fargo Advisors Llc
  San Francisco, CA
• 11/2016 → 07/2017
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 07/2017 → Present
  Fort Point Capital Partners, Llc
  San Francisco, CA
• 07/2019 → 12/2019
  Gordian Investments, Llc
  San Francisco, CA

Previous Registrations

• 2011-07-18 → 2017-07-17
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  San Francisco, CA
  Charlotte, NC
  Minneapolis, MN
• 2011-03-11 → 2011-06-13
  North Capital
  San Francisco, CA
  Salt Lake City, UT

Other Businesses

NOB: FORT POINT CAPITAL PARTNERS LLC. TITLE: MANAGING DIRECTOR. START DATE: 07/11/2017. INVESTMENT RELATED. DUTIES: ASSET ALLOCATION, INVESTMENT MANAGEMENT, FINANCIAL PLANNING. APPROX 200 HOURS PER MONTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-11-03
• S65 Uniform Investment Adviser Law Examination
  2011-03-10

Designations

• Certified Financial Planner