Gabriel S. Brenner

ABACUS WEALTH PARTNERS

San Carlos, CA 94070

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CRD#: 2675337

Professional summary

Gabriel Stephen Brenner, CFP® is a registered financial advisor currently at ABACUS WEALTH PARTNERS located in San Carlos, California.

Gabriel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gabriel has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Gabriel Stephen Brenner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

December 22, 2014 - Present

ABACUS WEALTH PARTNERS

Office #1: 973 Laurel St., San Carlos, CA 94070

RIA

CRD#: 128590

San Carlos, CA

Past

October 20, 2010 - December 22, 2014

NEXT STEP WEALTH, LLC

RIA

CRD#: 154695

SAN CARLOS, CA

Past

June 14, 2007 - December 31, 2010

WAYPOINT WEALTH PARTNERS

RIA

CRD#: 131155

MILL VALLEY, CA

Past

June 25, 2004 - December 31, 2007

BRENNER FINANCIAL

RIA

CRD#: 131187

BURLINGAME, CA

Past

December 19, 2003 - February 4, 2004

MOSAIC FINANCIAL PARTNERS, INC.

RIA

CRD#: 105180

SAN FRANCISCO, CA

Past

January 4, 1996 - July 31, 1996

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ABACUS WEALTH PARTNERS

ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC

CRD#: 128590 / SEC#: 801-62557

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/22/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/19/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/21/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/15/1995

General Securities Representative Examination

Current Firm

ABACUS WEALTH PARTNERS

ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC

CRD#: 128590 / SEC#: 801-62557

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

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Contact information

Main Address

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401

Mailing Address

Phone number

(888) 422-2287

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABACUS WEALTH PARTNERS, LLC FIRM BROCHURE (4/2/2025)

Regulatory assets under management

Total Number of Accounts	5,866
AUM (Assets Under Management)	$ 3,270,847,563

Red Flags

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

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Gabriel S. Brenner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Stephen Brenner's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT STEP WEALTH, LLC

WAYPOINT WEALTH PARTNERS

BRENNER FINANCIAL

MOSAIC FINANCIAL PARTNERS, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ABACUS WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/19/2004

Series 63

Date: 11/21/1995

Series 7

Date: 11/15/1995

Current Firm

ABACUS WEALTH PARTNERS

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABACUS WEALTH PARTNERS

TRUST BUT VERIFY

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