Maximilian Heinrich Poth
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Fgs GlobalJun 2025 to Aug 2025
- The SinkAug 2024 to May 2025
- Bayer AgJun 2023 to Aug 2023
- University of Colorado BoulderAug 2021 to Dec 2024
- The Lucerne Inn (under New Management)Jun 2021 to Aug 2021
- John Bapst Memorial High SchoolAug 2018 to Jun 2021
- UnemployedJun 2018 to Aug 2018
- Anna-schmidt-schuleAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8152009
- Firm CRD
- 104555