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Abigail Melissa Adams

Strategic Advisers LLC

Salt Lake City, UT

Lehi, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-15
UT RA APPROVED 2025-09-15
  • TX RA
    APPROVED
    Since 2025-09-15
  • UT RA
    APPROVED
    Since 2025-09-15

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Lehi, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Firstpurpose Wealth Orem UT 08/2021 10/2021
Diversify, Inc. Sandy UT 01/2020 08/2021
Doterra International Llc Pleasant Grove UT 07/2017 05/2019
Utah Valley University Orem UT 08/2017 05/2023
Unemployed Orem UT 05/2019 12/2019
The Helmstar Group, Llc Boise ID 05/2024 07/2025
Firstpurpose Wealth Orem UT 10/2021 05/2024
Subway Highland UT 06/2016 07/2017
Squeeze Media American Fork UT 12/2019 01/2020
Fidelity Investments Salt Lake City UT 08/2025 Present
  • 08/2021 → 10/2021
    Firstpurpose Wealth
    Orem, UT
  • 01/2020 → 08/2021
    Diversify, Inc.
    Sandy, UT
  • 07/2017 → 05/2019
    Doterra International Llc
    Pleasant Grove, UT
  • 08/2017 → 05/2023
    Utah Valley University
    Orem, UT
  • 05/2019 → 12/2019
    Unemployed
    Orem, UT
  • 05/2024 → 07/2025
    The Helmstar Group, Llc
    Boise, ID
  • 10/2021 → 05/2024
    Firstpurpose Wealth
    Orem, UT
  • 06/2016 → 07/2017
    Subway
    Highland, UT
  • 12/2019 → 01/2020
    Squeeze Media
    American Fork, UT
  • 08/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-29
  • S66 Uniform Combined State Law Examination
    2023-09-29
Designations
Other Names
  • Abby Melissa Adams
  • Abigail Melissa Adams
  • Abigail Adams

View on SEC IAPD

Other Firms

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LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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