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Alison Elizabeth Motroni

Abacus Wealth Partners

Santa Monica, CA

Brooklyn, NY

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Current Employers
Abacus Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-07
  • NY RA
    APPROVED
    Since 2026-05-07

Branch Locations

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

Brooklyn, NY • 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
Align Impact Santa Monica CA 05/2019 03/2026
Stryker Santa Monica CA 06/2015 03/2019
Field Guide Advisory Brooklyn NY 03/2026 Present
Abacus Wealth Partners, Llc Santa Monica CA 04/2026 Present
  • 05/2019 → 03/2026
    Align Impact
    Santa Monica, CA
  • 06/2015 → 03/2019
    Stryker
    Santa Monica, CA
  • 03/2026 → Present
    Field Guide Advisory
    Brooklyn, NY
  • 04/2026 → Present
    Abacus Wealth Partners, Llc
    Santa Monica, CA
Previous Registrations
  • 2020-06-25 → 2025-12-31
    Align Impact, Llc
    Caldwell, ID
    New York, NY
    Caldwell, ID
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-16
  • S65 Uniform Investment Adviser Law Examination
    2019-07-16

View on SEC IAPD

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