Dennis Bradley Grossman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → 06/2020
  Lighthouse Financial Planning
  Potomac, MD
• 01/2018 → 01/2019
  Trivergent Health Alliance Mso
  Frederick, MD
• 01/2015 → 01/2018
  Rite Aid Corporation
  Mount Airy, MD
• 06/2020 → 04/2021
  Planvest Financial
  Gaithersburg, MD
• 05/2021 → 07/2021
  Valeo Financial
  Carmel, IN
• 09/2021 → 11/2022
  Summit Financial Strategies
  Columbus, OH
• 07/2023 → 01/2025
  Abacus Wealth Partners
  Columbus, OH
• 11/2022 → 07/2023
  Unemployed
  Columbus, OH
• 07/2021 → 09/2021
  Unemployed
  Carmel, IN
• 01/2019 → 03/2019
  Unemployed
  Hagerstown, MD
• 01/2025 → Present
  Abacus Wealth Partners
  Columbus, OH

Previous Registrations

• 2019-10-16 → 2020-07-08
  Lighthouse Financial Planning, Llc
  Potomac, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-16

Designations

• Certified Financial Planner