Maxwell R. Cunningham
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- Fisher InvestmentsJan 2021 to Sep 2022
- Pet Food ExpressNov 2020 to Jan 2021
- TargetMay 2020 to Aug 2020
- FedexMay 2020 to Jul 2020
- University of PortlandAug 2019 to May 2020
- Party CityJun 2019 to Aug 2019
- University of PortlandAug 2018 to Jun 2019
- ChipotleApr 2017 to Aug 2018
- UnemployedAug 2012 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 (TX, WA).
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
- 7610463
- Firm CRD
- 104555