Lael D. Robinson
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.
Lael Diane Robinson was a registered financial professional .
Lael is a previously registered financial professional and started their career in finance in 2015. Lael had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 7, 2015 - January 6, 2025
ABACUS WEALTH PARTNERS
Primary Firm SEC Registration
ABACUS WEALTH PARTNERS
CRD#: 128590 / SEC#: 801-62557
State Registrations and Notice Filings
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Visual representation of state registrations
Current Firm
ABACUS WEALTH PARTNERS
CRD#: 128590 / SEC#: 801-62557
Contact information
SEC notice filing (32 States and Territories)
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.
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