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Barrett Sean Porter

Barrett S. Porter

ABACUS WEALTH PARTNERS
Santa Monica, CA 90401
Some features on this profile are disabled
CRD#: 4257687
Barrett Sean Porter

Professional summary

Barrett Sean Porter, CFP®, who also goes by Barrett Porter, is a registered financial advisor currently at ABACUS WEALTH PARTNERS located in Santa Monica, California.

Barrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Barrett has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Barrett Porter

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.
NON-PRACTICING INSURANCE AGENT - LICENSED IN CA. LICENSE # 0D59944 - MAINTAINED FOR CONTINUING EDUCATION PURPOSES. NO BUSINESS ENTITY. LICENSE OBTAINED AROUND 2002.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barrett Sean Porter'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 3, 2009 - Present

ABACUS WEALTH PARTNERS

Office #1: 429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401
RIA
CRD#: 128590
Santa Monica, CA
Past

December 15, 2006 - January 21, 2010

ABACUS PORTFOLIOS

RIA
CRD#: 131410
PACIFIC PALISADES, CA
Past

November 22, 2005 - December 7, 2006

SUMMIT PORTFOLIO MANAGEMENT LLC

RIA
CRD#: 111243
LOS ANGELES, CA
Past

January 7, 2005 - October 12, 2005

SII INVESTMENTS, INC.

RIA
CRD#: 2225
LOS ANGELES, CA
Past

January 7, 2005 - October 12, 2005

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

July 19, 2004 - December 17, 2004

PENSION PLANNERS SECURITIES, INC.

RIA
CRD#: 14068
SACRAMENTO, CA
Past

July 19, 2004 - December 17, 2004

PENSION PLANNERS SECURITIES, INC.

BD
CRD#: 14068
SACRAMENTO, CA
Past

September 10, 2001 - July 13, 2004

FINANCIAL WEST GROUP

RIA
CRD#: 16668
WESTLAKE VILLAGE, CA
Past

October 3, 2000 - July 13, 2004

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV

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
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
(12/3/2009)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/10/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/10/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/2/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/25/2000
General Securities Principal Examination

Current Firm

ABACUS WEALTH PARTNERS
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
67

SEC notice filing (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,866
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.

Company Information

ABACUS WEALTH PARTNERS

ABACUS WEALTH PARTNERS

CRD#: 128590Santa Monica, CA 90401

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