Max Hoffman
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 LLCNov 2025 to now
- Fidelity InvestmentsOct 2025 to now
- Equitable AdvisorsAug 2024 to Sep 2025
- UnemployedJun 2024 to Jul 2024
- Porter Buckley Construction GroupMar 2024 to Jun 2024
- US Bussiness ServicesJan 2024 to Mar 2024
- (frontier Community Bank) Now National BankMar 2023 to Jan 2024
- Montgomery County ParksJun 2022 to Aug 2022
- Fed ExMay 2021 to Jun 2021
- KfcJan 2021 to Sep 2021
- UpsAug 2020 to Jan 2021
- James MadisonSep 2018 to Dec 2023
- Rsv PoolsJun 2016 to Aug 2019
- Damascus High SchooSep 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7966598
- Firm CRD
- 104555