Max Taylor Ingram
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Max Taylor Ingram? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCSep 2018 to now
- Mt.orab Auto MallNov 2017 to Sep 2018
- Citi BankSep 2017 to Nov 2017
- Kerry NissanMar 2017 to Sep 2017
- Northwestern Mutual Investment Services LLCNov 2016 to Mar 2017
- Northwestern Mutual Life Insurance CompanyNov 2016 to Mar 2017
- ConvergysJun 2016 to Nov 2016
- Northern Kentucky UniversityJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (KY).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6020248
- Firm CRD
- 104555