Maximillian Tobias Oxenbridge
Investment adviser representative at Intellectus Partners, LLC
12 yearsExperience
1 stateRegistered in
$3BFirm assets
11 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Intellectus Partners, LLCApr 2025 to now
- Bessemer Investor Services, Inc.Apr 2022 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Apr 2022
- UnemployedSep 2019 to Dec 2019
- Motion PointOct 2018 to Sep 2019
- UnemployedMay 2018 to Sep 2018
- University of MiamiAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Intellectus Partners, LLC
$3BAssets managed
206Clients
6Advisers
11 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
- 7205602
- Firm CRD
- 173140