Christopher
Stroup
Abacus Wealth Partners
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About this Advisor
Christopher Stroup is a certified financial planner working out of Santa Monica, California with 4 years of industry experience. Stroup is on the advisory team at Abacus Wealth Partners. Stroup has gained experience at Abacus Wealth Partners, Drexel University, Chevron and Penn State University. Stroup holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in California, New York and Texas. Abacus Wealth Partners is a firm headquartered in Santa Monica, CA. The firm has offices in 15 locations and a total of 71 people on staff. It has $3 billion in total assets among its 5,553 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 5,553 accounts, 31% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management usually depend on which services the firm provides the client. However, fee types charged by Abacus Wealth Partners likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abacus Wealth Partners Brokerage Details
$2,834,445,228
71
5,553
$510,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Christopher Stroup Work History
Christopher has been registered as a financial advisor for 4 years.*
Abacus Wealth Partners
Drexel University
Drexel University
Chevron
Chevron
Penn State University
Penn State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Stroup to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abacus Wealth Partners
Sebastopol, CA
Santa Monica, CA
Santa Monica, CA
Sebastopol, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
