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Robert D. Abrams

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CRD#: 2247487
RA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Darwin Abrams, who also goes by Bob Abrams, Robert D Abrams, Robert Darwin Abrams Jr, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1992. Robert had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Abrams | Robert D Abrams | Robert Darwin Abrams Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 30, 2014 - July 7, 2020

VIRIDIAN RIA, LLC

RIA
CRD#: 171332
BOTHELL, WA
Past

July 28, 2010 - October 29, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
SEATTLE, WA
Past

September 8, 2009 - February 14, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
SEATTLE, WA
Past

November 14, 2008 - December 31, 2014

QUALITY FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 116126
SEATTLE, WA
Past

February 4, 2005 - September 8, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BELLEVUE, WA
Past

July 21, 2004 - February 9, 2005

MONY SECURITIES CORPORATION

RIA
CRD#: 4386
MERCER ISLAND, WA
Past

April 26, 2001 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

BD
CRD#: 24049
NEW YORK, NY
Past

February 11, 1997 - February 9, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

July 6, 1992 - March 14, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

July 6, 1992 - March 14, 1997

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/11/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/2009
General Securities Principal Examination

Current Firm


VR
VIRIDIAN RIA, LLC
VIRIDIAN | VIRIDIAN RIA, LLC | VIRIDIAN INVESTMENT MANAGEMENT CORP | VIRIDIAN ADVISORS

CRD#: 171332 / SEC#: 801-80357

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Contact information


Main Address
22232 17th Ave Se Suite 210, Bothell, WA 98021
Mailing Address
Phone number
(206) 388-2210
Established
Firm type
Fiscal year end
# of Employees
12

Documents


Latest Form ADV

Part 2 Brochures

VIRIDIAN - ADV PART 2A - FIRM BROCHURE (2/18/2022)

Regulatory assets under management


Total Number of Accounts2,271
AUM (Assets Under Management)$ 809,276,926

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VIRIDIAN RIA, LLC

CRD#: 171332

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