Roy
Haya
Fort Point Capital Partners LLC
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About this Advisor
Roy Haya is a financial advisor based in San Francisco, California, working with Fort Point Capital Partners LLC. Roy has previously held positions at Twenty-First Securities Corporation, Twenty-First Tailored Solutions, Uhlmann Price Securities, LLC, and Fort Point Capital Partners LLC. Roy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and New York. Currently, Roy is part of Fort Point Capital Partners LLC, which operates out of San Francisco, California. The firm has 1 office and 25 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Fort Point Capital Partners LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fort Point Capital Partners LLC Brokerage Details
$1,491,236,164
25
1,150
$1,296,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Roy Haya Work History
Uhlmann Price Securities, LLC
Fort Point Capital Partners LLC
Twenty-First Securities Corporation
Twenty-First Tailored Solutions
Twenty-First Securities Corporation
Disclosures
Please visit the SEC profile of Roy Haya to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fort Point Capital Partners LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
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