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Lindsey S. Rafkind

ABACUS WEALTH PARTNERS
Santa Fe, NM
Some features on this profile are disabled
CRD#: 5946324
LR

Professional summary

Lindsey Shea Woodward Rafkind, CFP®, who also goes by Lindsey Shea Woodward, Lindsey Woodward, is a registered financial advisor currently at ABACUS WEALTH PARTNERS located in Santa Fe, New Mexico.

Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lindsey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lindsey Shea Woodward | Lindsey Woodward

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.
Co-owner of an online clothing boutique, limited responsibility in day-to-day operations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Shea Woodward Rafkind'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: 2019

Experience

Current

August 30, 2017 - Present

ABACUS WEALTH PARTNERS

RIA
CRD#: 128590
Santa Fe, NM
Past

December 19, 2016 - July 6, 2017

DIMENSIONAL FUND ADVISORS LP

RIA
CRD#: 106482
SANTA MONICA, CA
Past

February 17, 2016 - July 6, 2017

DFA SECURITIES LLC

BD
CRD#: 10292
SANTA MONICA, CA
Past

May 5, 2014 - January 5, 2016

THORNBURG INVESTMENT MANAGEMENT INC

RIA
CRD#: 106357
SANTA FE, NM
Past

March 19, 2014 - January 5, 2016

THORNBURG SECURITIES LLC

BD
CRD#: 14857
SANTA FE, NM

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
(8/30/2017)
IAR
New Mexico
(6/1/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/2/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/6/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/19/2014
General Securities Representative 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 Fe, NM

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