Roy Haya
Investment adviser representative at Fort Point Capital Partners LLC
15 yearsExperience
1 stateRegistered in
$2.9BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Fort Point Capital Partners LLCApr 2019 to now
- Uhlmann Price Securities, LLCApr 2019 to now
- Twenty-first Securities CorporationNov 2014 to Apr 2019
- Twenty-first Tailored SolutionsAug 2011 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Fort Point Capital Partners LLC
$2.9BAssets managed
441Clients
19Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2683621
- Firm CRD
- 146759