DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Maria Luisa Abrams
Feed of 09/14/2026
Also filed as Maria Ingrande
At current firm
1 y
since Mar 31, 2025
In the industry
13 y
since Oct 22, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Chesapeake, Va
- Fidelity Personal And Workplace Advisors formerMar 16, 2022 to Mar 31, 2025 · Mechanicsville, Va
- Janney Montgomery Scott LLC BD affiliatedJan 6, 2020 to Jan 10, 2022 · Richmond, Va
- Osaic Fa, Inc. formerFeb 6, 2019 to Dec 19, 2019 · Richmond, Va
- Wells Fargo Advisors wirehouseOct 20, 2015 to Feb 14, 2019 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Janney Montgomery Scott LLC to Fidelity Personal And Workplace Advisorsleft Jan 10, 2022, registered Mar 16, 2022 (65 days) · Affiliated broker-dealer or bank to another
- Osaic Fa, Inc. to Janney Montgomery Scott LLCleft Dec 19, 2019, registered Jan 6, 2020 (18 days) · Affiliated broker-dealer or bank to another
- Wells Fargo Advisors to Osaic Fa, Inc.left Feb 14, 2019, registered Feb 6, 2019 (-8 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Maria Luisa Abrams left Janney Montgomery Scott Llc for Fidelity Personal And Workplace Advisors (registered 2022-03-16)Jan 10, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address