Abram Jesus Fabela
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity Brokerage Services LLCMar 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedNov 2025 to Jan 2026
- Morgan StanleyJun 2025 to Nov 2025
- UnemployedFeb 2025 to Jun 2025
- JP Morgan SecuritiesApr 2024 to Feb 2025
- Fidelity InvestmentsJan 2023 to Apr 2024
- LPL Financial LLCMay 2022 to Dec 2022
- AmazonNov 2021 to Mar 2022
- Cuna Mutual GroupSep 2021 to Dec 2022
- Cuna Brokerage Services, IncSep 2021 to May 2022
- Cuna Brokerage Services Inc (cbsi)Jun 2021 to Aug 2021
- Uw Credit UnionMay 2020 to Jan 2021
- Uw-madison Research and Sponsored ProgramsDec 2019 to Sep 2020
- Wisconsin Partnership ProgramMay 2019 to Dec 2019
- Uw-campus and Visitor RelationAug 2018 to May 2020
- Uw ExtensionFeb 2018 to Jul 2018
- University of Wisconsin MadisonAug 2017 to May 2021
- Wilson Coffee and TeaFeb 2017 to Mar 2017
- Ji Case High SchoolJun 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7393147
- Firm CRD
- 104555