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Current Employers
Abacus Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-12-22
  • CA RA
    APPROVED
    Since 2020-12-22

Branch Locations

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

101 S. Main Street, Sebastopol, CA 95472 • 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 Santa Monica CA 04/2016 Present
Paper Portrayals Brooklyn NY 01/2012 12/2016
  • 04/2016 → Present
    Santa Monica, CA
  • 01/2012 → 12/2016
    Paper Portrayals
    Brooklyn, NY
Other Businesses

the name of the other business; Danielle Onesto Art whether the business is investment-related; no the address of the other business; 2450 River Road, Windsor, CA 95492 the nature of the other business; Fine Art your position; Artist, Owner title, or relationship with the other business; Owner the start date of your relationship; January 2023 the approximate number of hours/month you devote to the other business; 40 hours/month the number of hours you devote to the other business during securities trading hours; zero and briefly describe your duties relating to the other business; artist

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-22
  • S65 Uniform Investment Adviser Law Examination
    2020-12-22
Other Names
  • Danielle Zuckerman

View on SEC IAPD

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