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Lindsey Shea Woodward Rafkind

Abacus Wealth Partners

Santa Fe, NM

Santa Monica, CA

CRD 5946324

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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:

Current Employers
Abacus Wealth Partners

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2023-06-01
CA RA APPROVED 2017-08-30
  • NM RA
    APPROVED
    Since 2023-06-01
  • CA RA
    APPROVED
    Since 2017-08-30

Branch Locations

Santa Fe, NM • United States

429 Santa Monica Blvd. Suite 500, 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
Dimensional Fund Advisors Austin TX 01/2016 07/2017
Abacus Wealth Partners Santa Monica CA 07/2017 Present
  • 01/2016 → 07/2017
    Dimensional Fund Advisors
    Austin, TX
  • 07/2017 → Present
    Abacus Wealth Partners
    Santa Monica, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-02
  • S66 Uniform Combined State Law Examination
    2014-05-02
Designations
  • Certified Financial Planner
Other Names
  • Lindsey Woodward
  • Lindsey Shea Woodward

View on SEC IAPD

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