Unclaimed Profile

Lorne Abramson

ELM ADVISORS, LLC·BURLINGAME, California

Series 2, Series 7, Series 63, Series 65Clean record25 years registeredELM ADVISORS, LLC

111 ANZA BOULEVARD, BURLINGAME, CA 94010CRD# 2620072Firm CRD# 135682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lorne Abramson · BURLINGAME, CA

Registration

CRD #2620072 · ELM ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

ABRAMSON FINANCIAL PLANNING, LLC

May 2022 – present

ELM ADVISORS, LLC

Aug 2007 – Apr 2022

BURLINGAME, CA

CITIGROUP GLOBAL MARKETS INC.

Jan 2001 – Aug 2005

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · January 17, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELM ADVISORS, LLC

CRD 135682 · SEC 801-64366

AUM

$381M

Regulatory assets under management

Employees

377 client accounts

Services offered by ELM ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELM ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Lorne Abramson offer?

Lorne Abramson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BURLINGAME, California for a consultation.

What are Lorne Abramson's credentials?

Lorne Abramson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lorne Abramson located?

Lorne Abramson is based in BURLINGAME, California, working with ELM ADVISORS, LLC. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.

How does Lorne Abramson charge for services?

Lorne Abramson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELM ADVISORS, LLC?

ELM ADVISORS, LLC has approximately 2 employees and manages $381M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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