Aaron Winer

Current Employers

Abacus Wealth Partners

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-13

CA RA
APPROVED

Since 2025-10-13

Branch Locations

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

101 South Main St, Sebastopol, CA 95472 • United States

Santa Rosa, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Milestone Financial Advisors, Llc	San Francisco	CA	04/2007	06/2026
Abacus Wealth Partners, Llc	Santa Monica	CA	10/2025	Present

04/2007 → 06/2026

Milestone Financial Advisors, Llc

San Francisco, CA
10/2025 → Present

Abacus Wealth Partners, Llc

Santa Monica, CA

Previous Registrations

2007-04-17 → 2026-07-11

Milestone Financial Advisors

San Francisco, CA

San Francisco, CA

Sebastopol, CA

Sebastopol, CA

Sebastopol, CA

San Francisco, CA

San Francisco, CA

Oakland, CA
1999-03-31 → 2007-04-17

Ameriprise Financial Services, Llc

San Francisco, CA

San Francisco, CA

Other Businesses

I work approximately 8 hours per month for the Santa Rosa Masters Swimming team coaching swimming workouts for adult swimmers registered with US Masters Swimming. The business address is 1501 Mendocino Ave, Santa Rosa, CA, 95401. The business is not investment advisory related.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-03-16
S65	Uniform Investment Adviser Law Examination	1999-03-11

S63 Uniform Securities Agent State Law Examination

1999-03-16
S65 Uniform Investment Adviser Law Examination

1999-03-11

View on SEC IAPD