Maxwell Rudolph Alarie
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Bruno's PizzaOct 2021 to May 2022
- Freedom Boat ClubMay 2020 to Aug 2021
- Umass DiningFeb 2020 to Mar 2020
- University of Massachusetts AmherstSep 2019 to May 2022
- Supercharged EntertainmentJun 2019 to Jan 2020
- Westfield State UniversitySep 2018 to May 2019
- The Luggage FactoryFeb 2018 to Jun 2019
- Town Talk Roast Beef & WingsOct 2017 to Feb 2018
- NorthworksAug 2015 to Sep 2017
- North Attleboro High SchoolSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7587996
- Firm CRD
- 104555