Unclaimed Profile

Gregory Vincent Aloia

ABACUS WEALTH PARTNERS, LLC·SANTA MONICA, California

Series 7, Series 63, Series 65Clean record25 years registeredABACUS WEALTH PARTNERS, LLC

429 SANTA MONICA BLVD., SANTA MONICA, CA 90401CRD# 1613416Firm CRD# 128590

Profile Verification

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

Identity

Gregory Vincent Aloia · SANTA MONICA, CA

Registration

CRD #1613416 · ABACUS WEALTH PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ABACUS WEALTH PARTNERS, LLC

ABACUS PORTFOLIOS

Aug 2004 – Jan 2010

PHILADELPHIA, PA

ABACUS WEALTH PARTNERS

Jan 2004 – Feb 2024

Lambertville, NJ

SHERMAN FINANCIAL

Jan 2001 – Dec 2003

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 2, 2001

Years registered · 25

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 Gregory Vincent Aloia offer?

Gregory Vincent Aloia specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Gregory Vincent Aloia's credentials?

Gregory Vincent Aloia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Vincent Aloia located?

Gregory Vincent Aloia is based in SANTA MONICA, California, last registered with ABACUS WEALTH PARTNERS, LLC.

How does Gregory Vincent Aloia charge for services?

Gregory Vincent Aloia'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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