Unclaimed Profile

Barrett Sean Porter

ABACUS WEALTH PARTNERS, LLC·SANTA MONICA, California

Series 7, Series 24, Series 63, Series 66Clean record24 years registeredABACUS WEALTH PARTNERS, LLC

429 SANTA MONICA BLVD., SANTA MONICA, CA 90401CRD# 4257687Firm CRD# 128590

Profile Verification

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

Identity

Barrett Sean Porter · SANTA MONICA, CA

Registration

CRD #4257687 · ABACUS WEALTH PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ABACUS WEALTH PARTNERS

Dec 2009 – present

ABACUS PORTFOLIOS

Dec 2006 – Jan 2010

PACIFIC PALISADES, CA

SUMMIT PORTFOLIO MANAGEMENT INC.

Nov 2005 – Dec 2006

LOS ANGELES, CA

SII INVESTMENTS, INC.

Jan 2005 – Oct 2005

LOS ANGELES, CA

PENSION PLANNERS SECURITIES, INC.

Jul 2004 – Dec 2004

SACRAMENTO, CA

FINANCIAL WEST INVESTMENT GROUP, INC.

Sep 2001 – Jul 2004

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · September 10, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABACUS WEALTH PARTNERS, LLC

CRD 128590 · SEC 801-62557

AUM

$3.1B

Regulatory assets under management

Employees

5,804 client accounts

Services offered by ABACUS WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ABACUS WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Barrett Sean Porter offer?

Barrett Sean Porter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Barrett Sean Porter's credentials?

Barrett Sean Porter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barrett Sean Porter located?

Barrett Sean Porter is based in SANTA MONICA, California, working with ABACUS WEALTH PARTNERS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Barrett Sean Porter charge for services?

Barrett Sean Porter's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABACUS WEALTH PARTNERS, LLC?

ABACUS WEALTH PARTNERS, LLC has approximately 71 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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