Max P. Penn
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity Investments LLCDec 2022 to now
- Corepower YogaApr 2022 to Nov 2022
- Level AccessSep 2020 to Feb 2022
- UnemployedSep 2019 to Aug 2020
- United Soccer LeagueMay 2019 to Aug 2019
- UnemployedNov 2018 to Apr 2019
- Robert W. BairdMay 2018 to Aug 2018
- The Selling FactoryJan 2018 to Oct 2018
- UnemployedSep 2017 to Dec 2017
- Woodholme Country ClubMay 2017 to Aug 2017
- UnemployedSep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (DC, TX).
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
- 6970644
- Firm CRD
- 104555