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Abigail L Adams

Investment Adviser Representative at LVW ADVISORS, LLC

Pittsford, NYCRD #4947117Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Abigail L. Adams has worked in the securities industry since 2017. They have passed the Series 66, 65, and 7 examinations. They are registered to provide investment advisory services in New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/6/2025
Series 66
Uniform Combined State Law Examination
Passed 8/18/2006
Series 7
General Securities Representative Examination
Passed 6/24/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $10,000,0001.00%
Next $15,000,0000.50%
Next $25,000,0000.40%
Above $50,000,0000.30%
Source

LVW Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LVW ADVISORS, LLCCurrent
2/6/2025Pittsford, NY
WELLS FARGO ADVISORS, LLC
10/22/20125/13/2014Pittsford, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
11/3/200610/9/2012Pittsford, NY
MORGAN STANLEY
8/22/200611/6/2006Rochester, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LVW ADVISORS, LLC

8 other advisors in the directory

View LVW ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Abigail L Adams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Abigail L Adams - Financial Advisor in Pittsford, NY | AdvisorFinder