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RIA / WealthAdvisorCertified Financial Planner30 years in industry

GABRIEL STEPHEN BRENNER

Advisor at ABACUS WEALTH PARTNERS

San Carlos, CA | SANTA MONICA, CA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Dec 19, 2003 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Gabriel Stephen Brenner

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ABACUS WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 21, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 21, 1995
First registration: Dec 19, 2003
Dual registered: no
IAPD individual key: 2675337

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ABACUS WEALTH PARTNERS	Independent wealth	Dec 22, 2014	n/a	yes	SANTA MONICA, CA\|San Carlos, CA	Current employment
NEXT STEP WEALTH, LLC	n/a	Oct 20, 2010	Dec 22, 2014	no	SAN CARLOS, CA	Previous registration
WAYPOINT WEALTH PARTNERS	Former SEC adviser	Jun 14, 2007	Dec 31, 2010	no	MILL VALLEY, CA	Previous registration
BRENNER FINANCIAL	n/a	Jun 25, 2004	Dec 31, 2007	no	BURLINGAME, CA	Previous registration
MOSAIC FINANCIAL PARTNERS, INC.	Former SEC adviser	Dec 19, 2003	Feb 4, 2004	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEXT STEP WEALTH, LLC	ABACUS WEALTH PARTNERS	Dec 22, 2014	Dec 22, 2014	0	Firm change	Other
WAYPOINT WEALTH PARTNERS	NEXT STEP WEALTH, LLC	Dec 31, 2010	Oct 20, 2010	-72	Firm change after gap	Other
BRENNER FINANCIAL	WAYPOINT WEALTH PARTNERS	Dec 31, 2007	Jun 14, 2007	-200	Firm change after gap	Other
MOSAIC FINANCIAL PARTNERS, INC.	BRENNER FINANCIAL	Feb 4, 2004	Jun 25, 2004	142	Firm change	Other

Relationships

Registered with (5)

→ ABACUS WEALTH PARTNERSRegistered adviserregistration: current employment
Dec 22, 2014 to presentfactForm ADV
→ NEXT STEP WEALTH, LLCRegistered adviserregistration: previous registration
Oct 20, 2010 to Dec 22, 2014factForm ADV
→ WAYPOINT WEALTH PARTNERSRegistered adviserregistration: previous registration
Jun 14, 2007 to Dec 31, 2010factForm ADV
→ BRENNER FINANCIALRegistered adviserregistration: previous registration
Jun 25, 2004 to Dec 31, 2007factForm ADV
→ MOSAIC FINANCIAL PARTNERS, INC.Registered adviserregistration: previous registration
Dec 19, 2003 to Feb 4, 2004factForm ADV

Dated events

No dated event names this entity yet.