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RIA / WealthAdvisor20 years in industry

ABIGAIL L ADAMS

Advisor at LVW ADVISORS, LLC

PITTSFORD, NY

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Search this name across graphsid dfx:ria:55f37fa6-bb9d-2991-48a5-063b5f0b28fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 22, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LVW ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Aug 18, 2006
First registration: Aug 22, 2006
Dual registered: no
Other names: ABIGAIL ADAMS
IAPD individual key: 4947117

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LVW ADVISORS, LLC	Independent wealth	Feb 6, 2025	n/a	yes	PITTSFORD, NY	Current employment
WELLS FARGO ADVISORS	Wirehouse	Oct 22, 2012	May 13, 2014	no	PITTSFORD, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 3, 2006	Oct 9, 2012	no	PITTSFORD, NY	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 22, 2006	Nov 6, 2006	no	ROCHESTER, NY\|ROCHESTER, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	LVW ADVISORS, LLC	May 13, 2014	Feb 6, 2025	3,922	Firm change after gap	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Oct 9, 2012	Oct 22, 2012	13	Firm change	Wirehouse to wirehouse
MORGAN STANLEY DW INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 6, 2006	Nov 3, 2006	-3	Firm change	Other

Relationships

Registered with (4)

→ LVW ADVISORS, LLCRegistered adviserregistration: current employment
Feb 6, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 22, 2012 to May 13, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 3, 2006 to Oct 9, 2012factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 22, 2006 to Nov 6, 2006factForm ADV

Dated events

No dated event names this entity yet.