DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Brian Ablutz
Feed of 09/14/2026
Also filed as Brian P Ablutz
At current firm
1 y
since Mar 31, 2025
In the industry
23 y
since May 2, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Austin, Tx
- Fidelity Personal And Workplace Advisors formerSep 2, 2021 to Mar 31, 2025 · Southlake, Tx
- Advice And Planning Services BD affiliatedMay 12, 2016 to Apr 20, 2021 · Austin, Tx
- Strategic Advisers LLC national BDJan 23, 2004 to May 4, 2016 · Southlake, Tx
- Equitable Advisors, LLC national BDSep 10, 2003 to Dec 8, 2003 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Advice And Planning Services to Fidelity Personal And Workplace Advisorsleft Apr 20, 2021, registered Sep 2, 2021 (135 days) · Affiliated broker-dealer or bank to another
- Strategic Advisers LLC to Advice And Planning Servicesleft May 4, 2016, registered May 12, 2016 (8 days) · Other · moved with a team
- Equitable Advisors, LLC to Strategic Advisers LLCleft Dec 8, 2003, registered Jan 23, 2004 (46 days) · Affiliated broker-dealer or bank to another
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address