Maxim Yuriy Biruk
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsMay 2024 to now
- US Tech SolutionsApr 2022 to May 2024
- Wells Fargo Clearing ServicesApr 2022 to May 2024
- UnemployedDec 2021 to May 2022
- Wingate UniversityAug 2019 to Dec 2021
- Sabor Latin Street GrillNov 2017 to Nov 2021
- South Piedmont Community CollegeAug 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7578772
- Firm CRD
- 104555