AF
Abram J. Fabela
STRATEGIC ADVISERS
PHOENIX, AZ
Some features on this profile are disabled
CRD#: 7393147
AF
Professional summary
Abram Jesus Fabela, who also goes by Abram J Fabela, Abram Jesus Fabela, Abram Fabela, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Abram is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Abram has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Abram J Fabela | Abram Jesus Fabela | Abram Fabela
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 Abram Jesus Fabela'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®
NoneExperience
Current
March 27, 2026 - Present
STRATEGIC ADVISERS LLC
Office #2: One Destiny Way, Westlake, TX 76262RIA
CRD#: 104555
PHOENIX, AZ
Current
February 19, 2026 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262BD
CRD#: 7784
Westlake, TX
Past
June 24, 2025 - November 25, 2025
MORGAN STANLEY
RIA
CRD#: 149777
GILBERT, AZ
Past
June 24, 2025 - November 25, 2025
MORGAN STANLEY
BD
CRD#: 149777
GILBERT, AZ
Past
May 10, 2024 - February 16, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Tempe, AZ
Past
May 8, 2024 - May 9, 2024
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Tempe, AZ
Past
May 7, 2024 - February 16, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Tempe, AZ
Past
April 17, 2023 - April 19, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PHOENIX, AZ
Past
March 30, 2023 - April 19, 2024
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
May 18, 2022 - January 17, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
PHOENIX, AZ
Past
May 18, 2022 - January 17, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
PHOENIX, AZ
Past
April 15, 2022 - May 18, 2022
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
PHOENIX, AZ
Past
January 11, 2022 - May 18, 2022
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
PHOENIX, AZ
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(3/18/2026)
RR
Alaska(3/18/2026)
RR
Arizona(2/26/2026)
IAR
Arizona(3/27/2026)
RR
Arkansas(3/18/2026)
RR
California(3/18/2026)
RR
Colorado(3/18/2026)
RR
Connecticut(3/18/2026)
RR
Delaware(3/18/2026)
RR
District of Columbia(3/18/2026)
RR
Florida(3/18/2026)
RR
Georgia(3/18/2026)
RR
Hawaii(3/18/2026)
RR
Idaho(3/18/2026)
RR
Illinois(3/18/2026)
RR
Indiana(3/18/2026)
RR
Iowa(3/18/2026)
RR
Kansas(3/18/2026)
RR
Kentucky(3/18/2026)
RR
Louisiana(3/18/2026)
RR
Maine(3/18/2026)
RR
Maryland(3/18/2026)
RR
Massachusetts(3/18/2026)
RR
Michigan(3/18/2026)
RR
Minnesota(3/18/2026)
RR
Mississippi(3/18/2026)
RR
Missouri(3/18/2026)
RR
Montana(3/18/2026)
RR
Nebraska(3/18/2026)
RR
Nevada(3/18/2026)
RR
New Hampshire(3/18/2026)
RR
New Jersey(3/18/2026)
RR
New Mexico(3/18/2026)
RR
New York(3/18/2026)
RR
North Carolina(3/18/2026)
RR
North Dakota(3/18/2026)
RR
Ohio(3/18/2026)
RR
Oklahoma(3/18/2026)
RR
Oregon(3/18/2026)
RR
Pennsylvania(3/18/2026)
RR
Puerto Rico(3/18/2026)
RR
Rhode Island(3/18/2026)
RR
South Carolina(3/18/2026)
RR
South Dakota(3/18/2026)
RR
Tennessee(3/18/2026)
RR
Texas(3/18/2026)
RR
Utah(3/18/2026)
RR
Vermont(3/18/2026)
RR
Virgin Islands(3/18/2026)
RR
Virginia(3/18/2026)
RR
Washington(3/18/2026)
RR
West Virginia(3/18/2026)
RR
Wisconsin(3/18/2026)
RR
Wyoming(3/18/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/10/2022
General Securities Representative ExaminationGeneral Industry/Product 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)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.
