Jullie ann Nicole Strippoli
Investment adviser representative at Hub Investment Partners, LLC
18 yearsExperience
2 statesRegistered in
$11.9BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Hub Investment Partners, LLCApr 2026 to now
- Sowell ManagementNov 2024 to Apr 2026
- Weaver and Tidwell, L.L.P.Nov 2024 to Apr 2026
- Weaver Capital AdvisorsNov 2024 to Apr 2026
- Charles Schwab Bank, SsbJul 2013 to Nov 2024
- Charles Schwab & Co., Inc.Oct 2008 to Nov 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Hub Investment Partners, LLC
$11.9BAssets managed
6,127Clients
118Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5137720
- Firm CRD
- 307956