Max B. Bradley

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Castle Pines, CO
  Greenwood Village, CO
• 2014-07-30 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO

Other Businesses

OBA-13578|OrgNmn:Myself|Org Addr:Castle Pin,Colorado,US|OBA Nature:I will be renting out 3 proper|Invst Rel:Y|Title:Owner|Duties:Approving tenants, I will have limited management involvement|StrtDt:12-19-17|TotHrs/mon:2|TrdHrs/mon:0|OBA-59428|OrgNmn:Castlewood Holdings LLC|Org Addr:Englewood,Colorado,US|OBA Nature:LLC to protect existing real e|Invst Rel:Y|Title:Sole Proprietor|Duties:Annual meetings, filing with the state|StrtDt:05-07-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2014-06-27
• S63 Uniform Securities Agent State Law Examination
  2012-09-05

Other Names

• Max Brewster Bradley