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Inactive

Deegan Christopher Lee

Abacus Wealth Partners

Portland, OR

Santa Monica, CA

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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 2026-02-27
OR RA APPROVED 2026-02-27
  • CA RA
    APPROVED
    Since 2026-02-27
  • OR RA
    APPROVED
    Since 2026-02-27

Branch Locations

Portland, OR • 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 Charlotte NC 08/2019 08/2021
Hayes Group International Winston Salem NC 10/2018 05/2019
Dawnland Llc Seal Harbor ME 06/2019 08/2019
Red Ventures Fort Mills SC 06/2018 08/2018
Wake Forest University - Department Of Entrepreneurship Winston Salem NC 08/2016 05/2017
Wake Forest University Winston Salem NC 08/2015 05/2019
Brooks Brothers North Attleboro MA 06/2015 07/2017
Tuition Management Systems Warwick RI 07/2017 09/2017
Tideline New York NY 09/2021 10/2025
Abacus Wealth Partners, Llc Portland OR 01/2026 Present
  • 08/2019 → 08/2021
    Dimensional Fund Advisors
    Charlotte, NC
  • 10/2018 → 05/2019
    Hayes Group International
    Winston Salem, NC
  • 06/2019 → 08/2019
    Dawnland Llc
    Seal Harbor, ME
  • 06/2018 → 08/2018
    Red Ventures
    Fort Mills, SC
  • 08/2016 → 05/2017
    Wake Forest University - Department Of Entrepreneurship
    Winston Salem, NC
  • 08/2015 → 05/2019
    Wake Forest University
    Winston Salem, NC
  • 06/2015 → 07/2017
    Brooks Brothers
    North Attleboro, MA
  • 07/2017 → 09/2017
    Tuition Management Systems
    Warwick, RI
  • 09/2021 → 10/2025
    Tideline
    New York, NY
  • 01/2026 → Present
    Abacus Wealth Partners, Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2019-12-13
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2019-12-13

View on SEC IAPD

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