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Abigail H. Neeld

Strategic Advisers LLC

Palm Beach Gardens, FL

Palm Beach Gardens, FL

CRD 7372627

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-23
TX RA APPROVED 2026-07-15
  • FL RA
    APPROVED
    Since 2026-07-23
  • TX RA
    APPROVED
    Since 2026-07-15

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

Palm Beach Gardens, FL • 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
Anthropologie Palm Beach Gardens FL 06/2017 08/2017
Kanvas Beauty Tallahassee FL 05/2018 06/2019
Free People Denver CO 08/2019 04/2021
Fidelity Investments Denver CO 04/2021 Present
Full Time Student Tallahassee FL 06/2016 12/2019
  • 06/2017 → 08/2017
    Anthropologie
    Palm Beach Gardens, FL
  • 05/2018 → 06/2019
    Kanvas Beauty
    Tallahassee, FL
  • 08/2019 → 04/2021
    Free People
    Denver, CO
  • 04/2021 → Present
    Fidelity Investments
    Denver, CO
  • 06/2016 → 12/2019
    Full Time Student
    Tallahassee, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-10
S63 Uniform Securities Agent State Law Examination 2021-08-16
  • S66 Uniform Combined State Law Examination
    2026-07-10
  • S63 Uniform Securities Agent State Law Examination
    2021-08-16
Other Names
  • Abigail Hope Berry
  • Abby Berry
  • Abigail Berry
  • Abigail Hope Neeld

View on SEC IAPD

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Nearby Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel

Nearby Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
MONEY CONCEPTS ADVISORY SERVICE · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL

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