Rasheed
Ahmed
Abacus Wealth Partners
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About this Advisor
Rasheed Ahmed is a certified financial planner who works in Santa Monica, California who has 3 years of industry experience. Ahmed works at Abacus Wealth Partners. Throughout their career, Ahmed has worked at Warner Pacific Insurance Services, Abacus Wealth Partners LLC, University Of California, Los Angeles and Moorpark Community College. Ahmed holds a Series 65 license, designating them as an investment advisor representative, and is approved to operate in California. Abacus Wealth Partners is an advisory business based out of Santa Monica, CA. The company has offices in 15 locations and a total of 71 employees. It manages $3 billion in total assets among its 5,553 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 14 charitable organizations. Of its 5,553 customer accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets. Abacus Wealth Partners provides a number of services, such as 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 charged by financial advisors are based on the type of financial services offered. Fee types billed by Abacus Wealth Partners may include any combination 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
Rasheed Ahmed Work History
Rasheed has been registered as a financial advisor for 3 years.*
Abacus Wealth Partners LLC
Warner Pacific Insurance Services
University Of California, Los Angeles
Moorpark Community College
*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 Rasheed Ahmed 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
Santa Monica, CA
Sebastopol, CA
Santa Monica, CA
Philadelphia, PA
Sebastopol, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
