Aaron Winer

MILESTONE FINANCIAL ADVISORS

San Francisco, CA 94108

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CRD#: 3133583

Professional summary

Aaron Winer is a registered financial advisor currently at MILESTONE FINANCIAL ADVISORS located in San Francisco, California and ABACUS WEALTH PARTNERS located in Sebastopol, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Aaron has worked at 4 firms and has passed the Series 63, Series 65 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.

I work approximately 8 hours per month for the Santa Rosa Masters Swimming team coaching swimming workouts for adult swimmers registered with US Masters Swimming. The business address is 1501 Mendocino Ave, Santa Rosa, CA, 95401. The business is not investment advisory related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Winer'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®

None

Experience

Current

April 17, 2007 - Present

MILESTONE FINANCIAL ADVISORS

Office #1: 650 California Street 7th Floor, San Francisco, CA 94108

RIA

CRD#: 142453

San Francisco, CA

Current

October 13, 2025 - Present

ABACUS WEALTH PARTNERS

Office #1: 101 South Main St, Sebastopol, CA 95472

RIA

CRD#: 128590

Sebastopol, CA

Past

March 31, 1999 - April 17, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SAN FRANCISCO, CA

Past

March 1, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 1, 1999 - April 17, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SAN FRANCISCO, CA

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
(4/17/2007)

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

Series 63

Date: 3/16/1999

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/11/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 2/26/1999

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

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.

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Firm Stability Insights

Aaron Winer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Winer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABACUS WEALTH PARTNERS

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ABACUS WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 3/16/1999

Series 65

Date: 3/11/1999

Series 7

Date: 2/26/1999

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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