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Abigail L Adams

Investment adviser representative at Lvw Advisors, LLC
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Lvw Advisors, LLCMay 2014 to now

Exams passed

  • Series 66 · Uniform Combined State Law2006
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

Lvw Advisors, LLC

$2.5BAssets managed
519Clients
8Advisers
14 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
4947117
Firm CRD
159403
Advisor's SEC record (opens in a new tab)
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