Spencer David Sherman

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

• 02/2012 → Present
  Abacus Wealth Partners, Llc
  Sebastopol, CA

Previous Registrations

• 2004-06-22 → 2010-01-21
  Abacus Portfolios
  Sebastopol, CA
• 1994-07-05 → 2003-12-31
  Sherman Financial
  Philadelphia, PA

Other Businesses

1. Name of other business: Metta LLC; Address: 101 S. Main Street, Sebastopol, CA 95472; Investment related; Nature of business: renting office space; Title: President; 1-5 hrs/month. 2. Name of other business: Sherman Financial; Address: 101 S. Main Street, Sebastopol, CA 95472; Non-Investment related; Nature of business: speaking about emotional intelligence and money; Title: President; 11-20 hrs/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-02-02
• S63 Uniform Securities Agent State Law Examination
  1987-03-12

Designations

• Certified Financial Planner

Other Names

• Spencer D Sherman
• Spencer David Sherman