Tiesha
Cullins

Abacus Wealth Partners

CRD#7392452
Investment Advisor
in Santa Monica, CA

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About this Advisor

Tiesha Cullins is a financial advisor working in Santa Monica, California with a total of 2 years of relevant experience. Cullins currently works for Abacus Wealth Partners. Their career trajectory has included roles at American Financial Advisors, LLC, University System Of Georgia - Uga Hotel And Conference Center, Party City, Kmart and Abacus. Cullins maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in California and Georgia. Abacus Wealth Partners is a registered investment company headquartered in Santa Monica, CA. The company has offices in 15 locations and a total of 71 financial advisors. It controls $3 billion in assets under management among its 5,553 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 14 charities and foundations. Of its 5,553 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm performs 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. Financial management fee schedules usually depend on the financial services. Fee types billed by Abacus Wealth Partners most likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

429 Santa Monica Blvd. Suite 500
Santa Monica, CA 90401

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Abacus Wealth Partners Brokerage Details

Total Assets Under Management

$2,834,445,228

CA Average: $7,578,581,321
Total Number of Employees

71

CA Average: 43
Total Number of Accounts

5,553

CA Average: 3,727
Average Account Size

$510,435

CA Average: $2,033,427

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

Tiesha Cullins Work History

Tiesha has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Abacus

2017 - 2020 (3 years)

American Financial Advisors, LLC

2016 - 2017 (1 year)

University System Of Georgia - Uga Hotel And Conference Center

2014 - 2015 (1 year)

Party City

2012 - 2013 (1 year)

Kmart

*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 Tiesha Cullins 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

Rose Brink-Capriola
Santa Monica, CA
Kathryn Peyton
Sebastopol, CA
Jacqueline Worstell
Santa Monica, CA
Jason Pollens
Santa Monica, CA
Jessica Lu
Santa Monica, CA
Kathleen Barron-Alicante
Philadelphia, PA
Katie Stych
Sebastopol, CA
Walter Yu
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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