Chrysantha Cosby, financial advisor Santa Monica CA

Chrysantha Cosby

CRD Number: 6431220
Current Firm: Abacus Wealth Partners

Chrysantha Cosby (CRD# 6431220) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Santa Monica CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Santa Monica CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Marie Thomasson, financial advisor Santa Monica CA
Marie E. Thomasson
CRD# 6724246
Modern Assets, LLC
Company Name Location Dates Years
Abacus Wealth Partners Santa Monica, CA Oct 2019 - Current 4
Custom Wealth- Concorde Investment Services Playa Del Rey, CA Dec 2014 - Oct 2019 4
Unemployed Los Angeles, CA May 2014 - Nov 2014 < 1
Loyola Marymount University Los Angeles, CA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for Chrysantha Cosby
Phone Number: 888-422-2287
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,834
    MILLIONS
  • Total Number of Accounts
    5,553
    ACCOUNTS
  • Average Account Value
    $510,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.