SD
Spencer David Sherman
CRD 1609423
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Abacus Wealth Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Abacus Wealth Partners, Llc
Co Founder · Less than 5% · Dec 2024
-
Abacus Wealth Partners, Llc
Shareholder · 75% or more · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗