Spencer ShermanCRD Number: 1609423
Current Firm: Abacus Wealth Partners
Spencer Sherman (CRD# 1609423) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 36 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Traverso Chambers Private Wealth Management, LLC
Woodbury Financial Services, Inc.
|Abacus Wealth Partners, LLC||Philadelphia, PA||Jan 2004 - Current||19|
|Kubera Portfolios, LLC||Pacific Palisades, CA||Jan 2004 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
|S65||NASAA Investment Advisors Law Examination||Feb 1990|
Total Assets Under Management2,834MILLIONS
Total Number of Accounts5,553ACCOUNTS
Average Account Value$510,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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