Alexander N Zanier
Investment adviser representative at Abacus Wealth Partners
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Abacus Wealth Partners, LLCJul 2026 to now
- UnemployedJul 2025 to Jul 2026
- JP Morgan Chase Bank, N.A.Mar 2022 to Jul 2025
- JP Morgan Securities, LLCMar 2022 to Jul 2025
- E*trade From Morgan StanleyOct 2020 to Feb 2022
- E*trade Securities LLCOct 2020 to Feb 2022
- UnemployedFeb 2020 to Sep 2020
- Pruco Securities LLCApr 2019 to Sep 2019
- PrudentialApr 2019 to Sep 2019
- Executive Business Services, LLCFeb 2019 to Jan 2020
- UnemployedJun 2018 to Jan 2019
- Tabor Storage SolutionsJan 2018 to May 2018
- California Insurance Guarantee AssociatationAug 2015 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Abacus Wealth Partners
Legal name: Abacus Wealth Partners, LLC
$3.6BAssets managed
1,574Clients
50Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7029294
- Firm CRD
- 128590