Unclaimed Profile

Alec Bruce Abbott

SQUAR MILNER FINANCIAL SERVICES, LLC·IRVINE, California

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 6526 years registeredSQUAR MILNER FINANCIAL SERVICES, LLC

18500 VON KARMAN AVENUE, IRVINE, CA 92612-0527CRD# 1414999Firm CRD# 112483

Profile Verification

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

Identity

Alec Bruce Abbott · IRVINE, CA

Registration

CRD #1414999 · SQUAR MILNER FINANCIAL SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

THE NORDEN GROUP LLC

May 2024 – present

BAKER TILLY WEALTH MANAGEMENT, LLC

Nov 2020 – May 2024

Irvine, CA

SUNAMERICA SECURITIES, INC.

Jan 2005 – Jan 2005

NEWPORT BEACH, CA

CONSTELLATION ADVISORS

Apr 2001 – Dec 2004

NEWPORT BEACH, CA

SQUAR MILNER FINANCIAL SERVICES, LLC

Jun 2000 – Dec 2020

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · June 26, 2000

Years registered · 26

Disclosure History

2018Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SQUAR MILNER FINANCIAL SERVICES, LLC

CRD 112483 · SEC 801-111941

AUM

$420M

Regulatory assets under management

Employees

771 client accounts

Services offered by SQUAR MILNER FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SQUAR MILNER FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Alec Bruce Abbott offer?

Alec Bruce Abbott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVINE, California for a consultation.

What are Alec Bruce Abbott's credentials?

Alec Bruce Abbott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alec Bruce Abbott located?

Alec Bruce Abbott is based in IRVINE, California, working with SQUAR MILNER FINANCIAL SERVICES, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Alec Bruce Abbott charge for services?

Alec Bruce Abbott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SQUAR MILNER FINANCIAL SERVICES, LLC?

SQUAR MILNER FINANCIAL SERVICES, LLC has approximately 11 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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