Maxwell Robert Kehs
Investment adviser representative at Strategic Advisers LLC
28 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
28 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsJan 2025 to now
- SalesforceJan 2022 to Dec 2024
- Road Runner SportsJul 2021 to Dec 2021
- Southwestern AdvantageMar 2020 to Jul 2021
- StudentSep 2019 to Feb 2020
- Avid 4 AdventureMay 2019 to Aug 2019
- StudentJan 2019 to May 2019
- Super Duper BurgersJul 2017 to Jan 2019
- StudentNov 1998 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8034684
- Firm CRD
- 104555