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RIA / WealthAdvisorCertified Financial Planner25 years in industry

BARRETT SEAN PORTER

Advisor at ABACUS WEALTH PARTNERS

Santa Monica, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Sep 10, 2001 to Sep 14, 2026

Across DFX

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

Private Equityidentity

Barrett Sean Porter

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 10, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 10, 2000
First registration: Sep 10, 2001
Dual registered: no
Other names: BARRETT PORTER
IAPD individual key: 4257687

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 3, 2009	n/a	yes	Santa Monica, CA	Current employment
ABACUS PORTFOLIOS	n/a	Dec 15, 2006	Jan 21, 2010	no	PACIFIC PALISADES, CA	Previous registration
ADAPTIVE WEALTH ENGINEERING	Independent wealth	Nov 22, 2005	Dec 7, 2006	no	LOS ANGELES, CA	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Jan 7, 2005	Oct 12, 2005	no	LOS ANGELES, CA	Previous registration
PENSION PLANNERS SECURITIES, INC.	n/a	Jul 19, 2004	Dec 17, 2004	no	SACRAMENTO, CA	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Sep 10, 2001	Jul 13, 2004	no	WESTLAKE VILLAGE, 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
ABACUS PORTFOLIOS	ABACUS WEALTH PARTNERS	Jan 21, 2010	Dec 3, 2009	-49	Firm change after gap	Other
ADAPTIVE WEALTH ENGINEERING	ABACUS PORTFOLIOS	Dec 7, 2006	Dec 15, 2006	8	Firm change	Other
SII INVESTMENTS, INC.	ADAPTIVE WEALTH ENGINEERING	Oct 12, 2005	Nov 22, 2005	41	Firm change	Other
PENSION PLANNERS SECURITIES, INC.	SII INVESTMENTS, INC.	Dec 17, 2004	Jan 7, 2005	21	Firm change	Other
FINANCIAL WEST GROUP	PENSION PLANNERS SECURITIES, INC.	Jul 13, 2004	Jul 19, 2004	6	Firm change	Other

Relationships

Registered with (6)

→ ABACUS WEALTH PARTNERSRegistered adviserregistration: current employment
Dec 3, 2009 to presentfactForm ADV
→ ABACUS PORTFOLIOSRegistered adviserregistration: previous registration
Dec 15, 2006 to Jan 21, 2010factForm ADV
→ ADAPTIVE WEALTH ENGINEERINGRegistered adviserregistration: previous registration
Nov 22, 2005 to Dec 7, 2006factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 7, 2005 to Oct 12, 2005factForm ADV
→ PENSION PLANNERS SECURITIES, INC.Registered adviserregistration: previous registration
Jul 19, 2004 to Dec 17, 2004factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Sep 10, 2001 to Jul 13, 2004factForm ADV

Dated events

No dated event names this entity yet.