Barrett Sean Porter

Employer firm

Abacus Wealth Partners CRD 128590

$3.58B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  Abacus Wealth Partners, Llc
  Philadelphia, PA

Previous Registrations

• 2006-12-15 → 2010-01-21
  Abacus Portfolios
  Pacific Palisades, CA
• 2005-11-22 → 2006-12-07
  Adaptive Wealth Engineering
  Los Angeles, CA
• 2005-01-07 → 2005-10-12
  Sii Investments, Inc.
  Los Angeles, CA
• 2004-07-19 → 2004-12-17
  Pension Planners Securities, Inc.
  Sacramento, CA
• 2001-09-10 → 2004-07-13
  Financial West Group
  Westlake Village, CA

Exams

• S66 Uniform Combined State Law Examination
  2001-05-10
• S63 Uniform Securities Agent State Law Examination
  2000-11-10

Designations

• Certified Financial Planner

Other Names

• Barrett Porter