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Abigail Eve Laufer

WJ Financial Advisors, LLC

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About Abigail Eve Laufer

Abigail Laufer is an investment advisor representative who has been in the financial industry since 2003. Abigail is currently registered with WJ Financial Advisors, LLC and has been associated with the firm since March 2016. In addition to her current registration, Abigail has been previously registered with a number of firms, including Consultiva Securities, Inc., Spouting Rock Capital Advisors, LLC, Laconia Capital Corporation, and Matrix Capital Group, Inc. Abigail Laufer specializes in providing financial planning services, pension consulting and portfolio management for individuals and businesses.

Firm Information

Abigail Laufer is currently registered with WJ Financial Advisors, LLC. WJ Financial Advisors, LLC is an investment advisor based in Killingworth, CT. They provide financial planning, pension consulting, portfolio management for businesses and individuals, and other advisory services. The firm manages approximately $145,145,175 in assets for 209 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They are registered with the SEC and have a website at HTTP://WWW.WJADVISORS.COM.
WJ Financial Advisors, LLC

255 ROUTE 80

KILLINGWORTH, CT 06419

$145.15M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abigail Laufer’s Registration & Firm History

NY

03/25/2016 - Present

WJ Financial Advisors, LLC (New York NY)

PR

06/23/2011 - 04/24/2012

CONSULTIVA SECURITIES, INC. (GUAYNABO PR)

PA

10/24/2008 - 07/15/2009

SPOUTING ROCK CAPITAL ADVISORS, LLC (BRYN MAWR PA)

NY

03/29/2005 - 11/13/2006

LACONIA CAPITAL CORPORATION (NEW YORK NY)

NY

01/02/2003 - 11/17/2003

MATRIX CAPITAL GROUP, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/25/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abigail Eve Laufer.
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