Unclaimed Profile

Mary Elizabeth Storjohann

ABACUS WEALTH PARTNERS, LLC·SANTA MONICA, California

Series 7, Series 31, Series 66Clean record19 years registeredABACUS WEALTH PARTNERS, LLC

429 SANTA MONICA BLVD., SANTA MONICA, CA 90401CRD# 4798603Firm CRD# 128590

Profile Verification

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

Identity

Mary Elizabeth Storjohann · SANTA MONICA, CA

Registration

CRD #4798603 · ABACUS WEALTH PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ALLORA WEALTH, LLC

Jun 2025 – present

ABACUS WEALTH PARTNERS

Aug 2019 – May 2025

Chula Vista, CA

WORKABLE WEALTH

Aug 2013 – May 2019

CHULA VISTA, CA

MORGAN STANLEY SMITH BARNEY LLC

Oct 2010 – Jan 2011

CARLSBAD, CA

OSHER VAN DE VOORDE INVESTMENT MANAGEMENT

Nov 2007 – Aug 2013

PASADENA, CA

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Oct 2007

CARLSBAD, CA

MORGAN STANLEY

Mar 2007 – Apr 2007

CARLSBAD, CA

CITIGROUP GLOBAL MARKETS INC.

Jan 2007 – Mar 2007

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · January 29, 2007

Years registered · 19

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

Speak with Mary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANTA MONICA?

Browse all registered financial advisors in SANTA MONICA, California or claim this profile if it's yours.

Browse SANTA MONICA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mary Elizabeth Storjohann offer?

Mary Elizabeth Storjohann specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Mary Elizabeth Storjohann's credentials?

Mary Elizabeth Storjohann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Elizabeth Storjohann located?

Mary Elizabeth Storjohann 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 Mary Elizabeth Storjohann charge for services?

Mary Elizabeth Storjohann'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →