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Arabella Scharpenberg

Strategic Advisers LLC

Westlake, TX

Justin, TX

CRD 7638758

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Destiny Way, Westlake, TX 76262-8100 • United States

Justin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 09/2022 Present
Fidelity Investments Westlake TX 01/2022 09/2022
Fidelity Talent Source Westlake TX 10/2021 01/2022
Taso- Fort Worth Metro Fort Worth TX 08/2019 11/2021
It Works Marketing, Inc Grand Prairie TX 02/2019 12/2020
University Of Texas At Arlington Arlington TX 08/2019 08/2021
Tarrant County College Fort Worth TX 01/2018 05/2019
Vernon College Wichita Falls TX 08/2016 08/2017
At&T Mobility Farmers Branch TX 12/2017 08/2018
At&T Mobility Wichita Falls TX 07/2016 12/2017
Pho Cafe Wichita Falls TX 01/2016 07/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2022 → 09/2022
    Fidelity Investments
    Westlake, TX
  • 10/2021 → 01/2022
    Fidelity Talent Source
    Westlake, TX
  • 08/2019 → 11/2021
    Taso- Fort Worth Metro
    Fort Worth, TX
  • 02/2019 → 12/2020
    It Works Marketing, Inc
    Grand Prairie, TX
  • 08/2019 → 08/2021
    University Of Texas At Arlington
    Arlington, TX
  • 01/2018 → 05/2019
    Tarrant County College
    Fort Worth, TX
  • 08/2016 → 08/2017
    Vernon College
    Wichita Falls, TX
  • 12/2017 → 08/2018
    At&T Mobility
    Farmers Branch, TX
  • 07/2016 → 12/2017
    At&T Mobility
    Wichita Falls, TX
  • 01/2016 → 07/2016
    Pho Cafe
    Wichita Falls, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-19
  • S66 Uniform Combined State Law Examination
    2023-07-19
Other Names
  • Arabella Rubee Flores
  • Arabella Flores

View on SEC IAPD

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