Maxwell Graham
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
4 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 InvestmentsAug 2023 to now
- Network Business & ConsultingJul 2022 to Aug 2022
- Unified Parking PartnersJun 2021 to Nov 2021
- Fedex GroundJan 2020 to Jan 2020
- University of VermontAug 2019 to May 2023
- Miami UniversityAug 2018 to Dec 2018
- Fenton Landscaping and Construction LLCJun 2018 to Aug 2019
- Patriots Hill RecreationJun 2015 to Aug 2018
- Acton - Boxborough Regional High SchoolSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (MA, ME, NH, 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
- 7799915
- Firm CRD
- 104555