Cosmo Charles Hahn
Investment adviser representative at Abacus Wealth Partners
11 yearsExperience
1 stateRegistered in
$3.6BFirm assets
22 yearsFirm in business
Are you Cosmo Charles Hahn? Claim your profile
Contact this firm
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
- UBS Financial Services, IncOct 2025 to Jun 2026
- Outlier AiAug 2024 to Apr 2025
- Scinto Group LLPJul 2024 to Jul 2025
- South Lake Partners LLCMay 2024 to Jun 2024
- Hawaii Health Partners - HphJan 2024 to Apr 2024
- N/aJul 2023 to Dec 2023
- Buck Institute for Research On AgingDec 2020 to Jun 2023
- N/aNov 2019 to Nov 2020
- June Bugs GymSep 2019 to Oct 2019
- Ucsc Biomedical EngineeringJul 2019 to Aug 2019
- Falcon Critical Care TransportSep 2018 to Jun 2019
- Premier Physical TherapyJul 2017 to Aug 2018
- Ucsc- OpersDec 2016 to Jun 2017
- N/aJan 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8150112
- Firm CRD
- 128590