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Robert D Maxwell

Strategic Advisers LLC

Grand Blanc, MI

Milford, MI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States

Milford, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allstate Insurance Co Farmington Hills MI 04/2015 08/2019
Pinnacle Wealth Partners Milford MI 10/2019 04/2021
Unemployed Milford MI 09/2019 09/2019
Fidelity Investments Grand Blanc MI 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 08/2019
    Allstate Insurance Co
    Farmington Hills, MI
  • 10/2019 → 04/2021
    Pinnacle Wealth Partners
    Milford, MI
  • 09/2019 → 09/2019
    Unemployed
    Milford, MI
  • 04/2021 → Present
    Fidelity Investments
    Grand Blanc, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grand Blanc, MI
  • 2020-01-03 → 2021-04-26
    Pinnacle Wealth Partners
    Milford, MI
  • 2015-10-23 → 2019-08-26
    Allstate Financial Advisors, Llc
    Farmington Hills, MI
  • 2010-09-03 → 2015-04-02
    Pruco Securities, Llc.
    Troy, MI
    Portage, MI
    Portage, MI
    Portage, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-10
  • S66 Uniform Combined State Law Examination
    2004-08-10
Designations
Other Names
  • Robert Donald Maxwell
  • Robert Donald Maxwell

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Grand Blanc, MI
LPL FINANCIAL LLC · GRAND BLANC, MI
EDWARD JONES · GRAND BLANC, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Grand Blanc, MI
AMERIPRISE FINANCIAL SERVICES, LLC · GRAND BLANC, MI
MAINSTAY CAPITAL MANAGEMENT, LLC · GRAND BLANC, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Grand Blanc, MI
CG ADVISORY SERVICES · Grand Blanc, MI

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