Abbey Recser

PREMIER FINANCIAL SOLUTIONS

MYRTLE BEACH, SC 29572

CRD#: 8148435

Some features on this profile are disabled

Professional summary

Abbey Recser is a registered financial advisor currently at PREMIER FINANCIAL SOLUTIONS, LLC located in Myrtle Beach, South Carolina and GRADIENT INVESTMENTS, LLC located in Myrtle Beach, South Carolina.

Abbey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Abbey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abbey Recser's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 23, 2025 - Present

PREMIER FINANCIAL SOLUTIONS, LLC

Office #1: 357 Lake Arrowhead Rd, Myrtle Beach, SC 29572Office #2: 8256 East Market St Suite 141, Warren, OH 44484

RIA

CRD#: 338276

MYRTLE BEACH, SC

Current

October 31, 2025 - Present

GRADIENT INVESTMENTS, LLC

Office #1: 357 Lake Arrowhead Rd, Myrtle Beach, SC 29572

RIA

CRD#: 141726

MYRTLE BEACH, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRADIENT INVESTMENTS, LLC

GRADIENT INVESTMENT GROUP LLC | REGISTERED INDEPENDENT ADVISORS, LLC | REGISTERED INDEPENDENT AGENTS, LLC | GRADIENT INVESTMENTS, LLC

CRD#: 141726 / SEC#: 801-70812

RIA

Registered Investment Advisory firm - (12/1/2009 Approved)

Alabama

Registered Investment Advisory firm - (1/20/2010 Terminated)

Arizona

Registered Investment Advisory firm - (12/8/2009 Terminated)

California

Registered Investment Advisory firm - (12/9/2009 Terminated)

Colorado

Registered Investment Advisory firm - (12/10/2009 Terminated)

Florida

Registered Investment Advisory firm - (12/8/2009 Terminated)

Idaho

Registered Investment Advisory firm - (12/8/2009 Terminated)

Kansas

Registered Investment Advisory firm - (12/8/2009 Terminated)

Maryland

Registered Investment Advisory firm - (12/21/2009 Terminated)

Minnesota

Registered Investment Advisory firm - (12/8/2009 Terminated)

Missouri

Registered Investment Advisory firm - (12/8/2009 Terminated)

Nevada

Registered Investment Advisory firm - (12/31/2009 Terminated)

New Jersey

Registered Investment Advisory firm - (12/8/2009 Terminated)

New York

Registered Investment Advisory firm - (11/19/2009 Cancelled)

North Carolina

Registered Investment Advisory firm - (12/8/2009 Terminated)

Ohio

Registered Investment Advisory firm - (12/8/2009 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/10/2009 Terminated)

South Carolina

Registered Investment Advisory firm - (12/8/2009 Terminated)

Tennessee

Registered Investment Advisory firm - (12/23/2009 Terminated)

Texas

Registered Investment Advisory firm - (12/8/2009 Terminated)

Virginia

Registered Investment Advisory firm - (12/9/2009 Terminated)

Wisconsin

Registered Investment Advisory firm - (12/8/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(10/31/2025)

IAR

Ohio
(10/2/2025)

IAR

South Carolina
(9/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/3/2025

Uniform Investment Adviser Law Examination

Current Firm

GRADIENT INVESTMENTS, LLC

GRADIENT INVESTMENT GROUP LLC | REGISTERED INDEPENDENT ADVISORS, LLC | REGISTERED INDEPENDENT AGENTS, LLC | GRADIENT INVESTMENTS, LLC

CRD#: 141726 / SEC#: 801-70812

RIA

Registered Investment Advisory firm - (12/1/2009 Approved)

Alabama

Registered Investment Advisory firm - (1/20/2010 Terminated)

Arizona

Registered Investment Advisory firm - (12/8/2009 Terminated)

California

Registered Investment Advisory firm - (12/9/2009 Terminated)

Colorado

Registered Investment Advisory firm - (12/10/2009 Terminated)

Florida

Registered Investment Advisory firm - (12/8/2009 Terminated)

Idaho

Registered Investment Advisory firm - (12/8/2009 Terminated)

Kansas

Registered Investment Advisory firm - (12/8/2009 Terminated)

Maryland

Registered Investment Advisory firm - (12/21/2009 Terminated)

Minnesota

Registered Investment Advisory firm - (12/8/2009 Terminated)

Missouri

Registered Investment Advisory firm - (12/8/2009 Terminated)

Nevada

Registered Investment Advisory firm - (12/31/2009 Terminated)

New Jersey

Registered Investment Advisory firm - (12/8/2009 Terminated)

New York

Registered Investment Advisory firm - (11/19/2009 Cancelled)

North Carolina

Registered Investment Advisory firm - (12/8/2009 Terminated)

Ohio

Registered Investment Advisory firm - (12/8/2009 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/10/2009 Terminated)

South Carolina

Registered Investment Advisory firm - (12/8/2009 Terminated)

Tennessee

Registered Investment Advisory firm - (12/23/2009 Terminated)

Texas

Registered Investment Advisory firm - (12/8/2009 Terminated)

Virginia

Registered Investment Advisory firm - (12/9/2009 Terminated)

Wisconsin

Registered Investment Advisory firm - (12/8/2009 Terminated)

PREMIUM

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Contact information

Main Address

4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126

Mailing Address

Phone number

(888) 824-3525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2B (2/4/2026)

Regulatory assets under management

Total Number of Accounts	77,311
AUM (Assets Under Management)	$ 8,201,136,002

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.

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Abbey Recser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abbey Recser's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREMIER FINANCIAL SOLUTIONS, LLC

GRADIENT INVESTMENTS, LLC

Primary Firm SEC Registration

GRADIENT INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2025

Current Firm

GRADIENT INVESTMENTS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRADIENT INVESTMENTS, LLC

TRUST BUT VERIFY

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