Abacus Financial Advisors

Abacus Financial Advisors (CRD# 130616) is a financial advisory firm headquartered in Arlington, MA. They manage $44,000,000 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Abacus Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
Stephen W. Batzell
CRD#: 2339587
350 Massachusetts Ave, #188, Arlington, MA 02474

Stephen Batzell (CRD# 2339587) is an Investment Advisor Representative working at Abacus Financial Advisors in Arlington, MA and has over 23 years of experience in the finance industry.

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