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535 Madison Avenue 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-18 |
Branch Locations
535 Madison Avenue 14Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abacus And Associates Inc. | New York | NY | 08/2001 | Present |
SPEARS ABACUS ADVISORS LLC; INVESTMENT RELATED; 147 E. 48TH STREET, NEW YORK, NY 10017; INVESTMENT ADVISORY FIRM; PRESIDENT, PORTFOLIO MANAGER, AND MANAGER; START DATE 01/2007; 130 HOURS PER MONTH; 130 HOURS PER MONTH DURING SECURITIES TRADING HOURS First Spring Trust Company; Advisory Board Member; Investment Related; 430 Park Avenue New York NY 10022; Description: This is the advisory board to the directors of a private trust company serving a single family office (they are exempt from registration as a single family office. My role does not include any investment discretion or discussion of covered securities ; Responsibilities: Advising the board concerning the family and it's trusts and overall asset allocation.; Start date: 2024-09-19; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1.25.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-10-12 |
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