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Abigail Wilson

Rise Advisors, LLC

Rochester, NY

CRD 8114215

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Employer firm

Rise Advisors, LLC CRD 309760

$441M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Rise Advisors, Llc

500 Linden Oaks Suite 320, Rochester, NY 14625 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-01
  • NY RA
    APPROVED
    Since 2025-07-01

Branch Locations

500 Linden Oaks Suite 320, Rochester, NY 14625 • 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
Rise Advisors Rochester NY 05/2024 Present
Student Rochester NY 06/2015 05/2024
  • 05/2024 → Present
    Rise Advisors
    Rochester, NY
  • 06/2015 → 05/2024
    Student
    Rochester, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-01
  • S65 Uniform Investment Adviser Law Examination
    2025-07-01

View on SEC IAPD

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