Timothy Todd Mcdowell
Investment adviser representative at Fort Point Capital Partners LLC
7 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
7 years in the industry.
- Fort Point Capital Partners LLCJun 2013 to now
- Gordian Investments, LLCJun 2019 to Dec 2019
- Gordian Investments, LLCMay 2014 to Nov 2018
- Cypress Point Capital Management, LLCApr 2012 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3095193
- Firm CRD
- 146759