Angela M. Bagwell
STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant
NORTHRIDGE, CA
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CRD#: 5046609
Professional summary
Angela M Bagwell, CFP®, who also goes by Angela Marie Bagwell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Northridge, California and FIDELITY BROKERAGE SERVICES LLC located in Woodland Hills, California.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Angela has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
As a Planning Consultant, I work alongside your Wealth Management Advisor, and as a team we help you and your family navigate the complexities of building a personalized wealth plan that will last your lifetime and generations to follow. Forming strong relationships and providing world class service is of the upmost importance to me while also building and maintaining your trust along the way.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela Marie Bagwell
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.
CRS (Client Relationship Summary) - RIA
Click below to view Angela M Bagwell'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®
Education
California State University, Sacramento
Bachelor of Science (BS) - Finance
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215Office #3: 2000 Avenue Of The Stars, Los Angeles, CA 90067RIA
CRD#: 104555
NORTHRIDGE, CA
Current
October 19, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6363 Topanga Canyon Boulevard, Woodland Hills, CA 91367-2215Office #2: 2000 Ave Of The Stars N. Tower, Los Angeles, CA 90067BD
CRD#: 7784
Woodland Hills, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LOS ANGELES, CA
Past
March 20, 2008 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LOS ANGELES, CA
Past
April 10, 2006 - April 25, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ROSEVILLE, CA
Past
February 17, 2006 - April 25, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ROSEVILLE, CA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.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
Alabama(2/7/2018)
RR
Alaska(2/7/2018)
RR
Arizona(2/7/2018)
RR
Arkansas(2/7/2018)
RR
California(10/19/2006)
IAR
California(3/31/2025)
RR
Colorado(2/7/2018)
RR
Connecticut(2/7/2018)
RR
Delaware(2/7/2018)
RR
District of Columbia(2/7/2018)
RR
Florida(2/7/2018)
RR
Georgia(2/7/2018)
RR
Hawaii(2/7/2018)
RR
Idaho(2/7/2018)
RR
Illinois(2/7/2018)
RR
Indiana(2/7/2018)
RR
Iowa(2/7/2018)
RR
Kansas(2/7/2018)
RR
Kentucky(2/7/2018)
RR
Louisiana(2/7/2018)
RR
Maine(2/7/2018)
RR
Maryland(2/7/2018)
RR
Massachusetts(12/5/2012)
RR
Michigan(2/7/2018)
RR
Minnesota(2/7/2018)
RR
Mississippi(2/7/2018)
RR
Missouri(2/7/2018)
RR
Montana(2/7/2018)
RR
Nebraska(2/7/2018)
RR
Nevada(2/7/2018)
RR
New Hampshire(2/7/2018)
RR
New Jersey(2/7/2018)
RR
New Mexico(2/7/2018)
RR
New York(2/7/2018)
RR
North Carolina(2/8/2018)
RR
North Dakota(2/7/2018)
RR
Ohio(2/8/2018)
RR
Oklahoma(2/7/2018)
RR
Oregon(2/7/2018)
RR
Pennsylvania(2/7/2018)
RR
Rhode Island(2/7/2018)
RR
South Carolina(2/7/2018)
RR
South Dakota(2/7/2018)
RR
Tennessee(2/7/2018)
RR
Texas(12/5/2012)
IAR
Texas(3/31/2025)
RR
Utah(1/3/2014)
RR
Vermont(2/7/2018)
RR
Virginia(2/7/2018)
RR
Washington(2/7/2018)
RR
West Virginia(2/7/2018)
RR
Wisconsin(2/7/2018)
RR
Wyoming(2/7/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Wealth Management Planning ConsultantCRD#: 104555Northridge, CATRUST BUT VERIFY
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Contact information
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