Abigail Melissa Adams
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
Are you Abigail Melissa Adams? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsAug 2025 to now
- The Helmstar Group, LLCMay 2024 to Jul 2025
- Firstpurpose WealthAug 2021 to May 2024
- Diversify, Inc.Jan 2020 to Aug 2021
- Squeeze MediaDec 2019 to Jan 2020
- UnemployedMay 2019 to Dec 2019
- Utah Valley UniversityAug 2017 to May 2023
- Doterra International LLCJul 2017 to May 2019
- SubwayJun 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7220324
- Firm CRD
- 104555