Gabriel BrennerCRD Number: 2675337
Current Firm: Abacus Wealth Partners
Gabriel Brenner (CRD# 2675337) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 23 years of experience in the finance industry. Gabriel Brenner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sherwood Investment Management
Jacobson & Breen Wealth Management, LLC
Albright Investment Management LLC
|Next Step Wealth . LLC||Redwood City, CA||Aug 2010 - Current||8|
|Waypoint Wealth Partners, LLC||Newport Beach, CA||Jun 2007 - Dec 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1995|
|S65||NASAA Investment Advisors Law Examination||Jun 2004|
Total Assets Under Management2,149MILLIONS
Total Number of Accounts5,395ACCOUNTS
Average Account Value$398,288
- A percentage of assets under your management
- Hourly charges
- 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)
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI
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