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
Paul Bello
Feed of 09/14/2026
Also filed as Paul Thomas Bello
At current firm
0 y
since Mar 6, 2026
In the industry
13 y
since Jul 1, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- First Trust Advisors LP asset manager currentsince Mar 6, 2026 · Austin, Tx
- Strategic Advisers LLC national BDMar 31, 2025 to Feb 5, 2026 · Keller, Tx
- Fidelity Personal And Workplace Advisors formerOct 20, 2023 to Mar 31, 2025 · Westlake, Tx
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to First Trust Advisors LPleft Feb 5, 2026, registered Mar 6, 2026 (29 days) · Other
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Signals
- Paul Bello left Strategic Advisers Llc for First Trust Advisors Lp (registered 2026-03-06)Feb 5, 2026 · Advisor changed firm · fact
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address