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.
Jullie Ann Nicole Strippoli
- Title
- Senior Wealth Advisorreportedhubrpw.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedhubrpw.com“With more than 20 years of experience in financial services, Jullie Strippoli brings a highly personalized approach to the families and individuals she serves.”
- Professional profile
- hubrpw.com/advisors/hip/jullie-strippolireportedhubrpw.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Hub Investment Partners, LLC independent RIA currentsince Apr 22, 2026 · Austin, Tx
- Sowell Management independent RIANov 14, 2024 to Apr 17, 2026 · Austin, Tx
- Charles Schwab & Co., Inc. national BDJan 13, 2009 to Nov 18, 2024 · Austin, Tx
- Riverstone Wealth Management formerOct 26, 2007 to Oct 27, 2008 · Austin, Tx
- Sowell Management to Hub Investment Partners, LLCleft Apr 17, 2026, registered Apr 22, 2026 (5 days) · RIA to RIA
- Charles Schwab & Co., Inc. to Sowell Managementleft Nov 18, 2024, registered Nov 14, 2024 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- Riverstone Wealth Management to Charles Schwab & Co., Inc.left Oct 27, 2008, registered Jan 13, 2009 (78 days) · Other
- Jullie Ann Nicole Strippoli left Sowell Management for Hub Investment Partners, Llc (registered 2026-04-22)Apr 17, 2026 · Advisor changed firm · fact
- Jullie Ann Nicole Strippoli left Charles Schwab & Co., Inc. for Sowell Management (registered 2024-11-14)Nov 18, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address