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Abigail E. Wiss

AMERICAN ALTERNATIVE CAPITAL
Newport Beach, CA
Some features on this profile are disabled
CRD#: 6666220
AW

Professional summary

Abigail Elizabeth Wiss, CFP®, who also goes by Abby Crimmins, Abigail E Crimmins, Abigail Elizabeth Crimmins, Abigail Crimmins, Abigail Crimmins Wiss, is a registered financial professional currently at AMERICAN ALTERNATIVE CAPITAL, LLC located in Newport Beach, California.

Abigail is registered as a RR (Registered Representative) and started their career in finance in 2017. Abigail has worked at 6 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Abby Crimmins | Abigail E Crimmins | Abigail Elizabeth Crimmins | Abigail Crimmins | Abigail Crimmins Wiss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) MADISON 1031 EXCHANGE, LLC; 6805 CARNEGIE BLVD STE 120 CHARLOTTE, NC 28211; RAISING CAPITAL FOR DST OFFERINGS VIA 1031 EXCHANGES; HTTPS://MADISON1031EXCHANGE.COM; REGIONAL VICE PRESIDENT; COMMISSIONS; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Abigail Elizabeth Wiss's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

October 21, 2025 - Present

AMERICAN ALTERNATIVE CAPITAL, LLC

BD
CRD#: 309956
Newport Beach, CA
Past

July 28, 2023 - September 30, 2025

REALTA INVESTMENT ADVISORS, INC

RIA
CRD#: 134952
CHARLOTTE, NC
Past

July 21, 2023 - September 30, 2025

REALTA EQUITIES, INC.

BD
CRD#: 23769
WILMINGTON, DE
Past

March 1, 2021 - June 27, 2023

HILL INVESTMENT GROUP

RIA
CRD#: 312052
St. Louis, MO
Past

September 20, 2018 - March 1, 2021

HILL INVESTMENT GROUP

RIA
CRD#: 136452
ST. LOUIS, MO
Past

October 10, 2017 - July 19, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CLAYTON, MO
Past

August 30, 2017 - July 19, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CLAYTON, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Michigan
(10/23/2025)
RR
Missouri
(10/21/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/22/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/20/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/19/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/30/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AA
AMERICAN ALTERNATIVE CAPITAL, LLC
AMERICAN ALTERNATIVE CAPITAL, LLC | LINK ALTS CAPITAL, LLC

CRD#: 309956 / SEC#: , 8-70651

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
Mailing Address
3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
Phone number
(248) 428-8002
Established
Colorado since 07/06/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CARPE DIEM I, LLCMEMBER
CONCORDE INVESTMENT PARTNERS, LLCOWNER/MANAGING MEMBER
DELUNA, LORI MARIECHIEF COMPLIANCE OFFICER5087442
KAMMEYER, JOSHUA JAMESPRINCIPAL OPERATIONS OFFICER5745175
KAVANAUGH, JASON PATRICKPRESIDENT, DESIGNATED PRINCIPAL2693303

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICAN ALTERNATIVE CAPITAL, LLC

CRD#: 309956Newport Beach, CA

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