Gabriel Brenner, financial advisor Santa Monica CA

Gabriel Brenner

CRD Number: 2675337
Current Firm: Abacus Wealth Partners

Gabriel Brenner (CRD# 2675337) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 28 years of experience in the finance industry. Gabriel Brenner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Abacus Wealth Partners San Carlos, CA Nov 2014 - Current 9
Next Step Wealth . LLC Redwood City, CA Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Gabriel S. Brenner
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

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