Katelynn Wiley
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Abacus Wealth PartnersFeb 2023 to now
- David C. WaltherSep 2021 to Jan 2023
- Potluck ConsultingJul 2020 to Jun 2021
- The ShuckeryNov 2019 to Mar 2020
- Katelynn WileySep 2018 to Sep 2021
- Rebuilding Together PetalumaMar 2018 to Feb 2019
- Luma RestaurantAug 2016 to Jan 2018
- Friends of the Petaluma RiverApr 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Abacus Wealth Partners
Legal name: Abacus Wealth Partners, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7433868
- 128590