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Darius Geiser Gagne

Quantum Financial Advisors, LLC

Santa Monica, CA

CRD 2886373

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Employer firm

Quantum Financial Advisors, LLC CRD 317386

$1.48B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Quantum Financial Advisors, Llc

530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-03
  • CA RA
    APPROVED
    Since 2022-01-03

Branch Locations

530 Wilshire Blvd Ste 206, Santa Monica, CA 90401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abacus Wealth Partners, Llc Culver City CA 01/2012 01/2022
Quantum Financial Advisors, Llc Manhattan Beach CA 01/2022 Present
Previous Registrations
  • 2012-02-14 → 2022-01-28
    Abacus Wealth Partners
    Culver City, CA
    Santa Monica, CA
  • 2005-10-14 → 2012-12-31
    Quantum Wealth Management Llc
    Santa Monica, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-12-06
  • S63 Uniform Securities Agent State Law Examination
    1999-12-06
Designations
  • Certified Financial Planner
Other Names
  • Darius Geiser
  • Darius Gagne

View on SEC IAPD

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