Andrew Booth Boughan
Investment adviser representative at Fort Point Capital Partners LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Fort Point Capital Partners LLCAug 2024 to now
- Camden Capital LLCSep 2020 to Sep 2024
- MML Investors Services, LLCMay 2019 to Aug 2020
- Massmutual Life Insurance CompanyApr 2019 to Aug 2020
- American Century Investment Services, Inc.Nov 2017 to Apr 2019
- Goldman, Sachs & CoSep 2009 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5389940
- Firm CRD
- 146759