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DL

Deegan C. Lee

ABACUS WEALTH PARTNERS
Portland, OR
Some features on this profile are disabled
CRD#: 7184908
DL

Professional summary

Deegan Christopher Lee is a registered financial advisor currently at ABACUS WEALTH PARTNERS located in Portland, Oregon.

Deegan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Deegan has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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 Deegan Christopher Lee'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

February 27, 2026 - Present

ABACUS WEALTH PARTNERS

RIA
CRD#: 128590
Portland, OR
Past

November 19, 2019 - August 27, 2021

DFA SECURITIES LLC

BD
CRD#: 10292
CHARLOTTE, NC

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
(2/27/2026)
IAR
Oregon
(2/27/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/13/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/19/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/13/2019
Securities Industry Essentials 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 (32 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#: 128590Portland, OR

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