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Maxwell Vreeland

Strategic Advisers LLC

New Haven, CT

Westbrook, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

265 Church St One Century Tower, New Haven, CT 06510-7013 • United States

Westbrook, CT • 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
Foresters Financial North Haven CT 03/2016 12/2016
Foresters Financial Services North Haven CT 12/2016 01/2017
Fidelity Investments New Haven CT 02/2017 Present
Uber Hartford CT 01/2017 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 12/2016
    Foresters Financial
    North Haven, CT
  • 12/2016 → 01/2017
    Foresters Financial Services
    North Haven, CT
  • 02/2017 → Present
    Fidelity Investments
    New Haven, CT
  • 01/2017 → 02/2017
    Uber
    Hartford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New Haven, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-13
S63 Uniform Securities Agent State Law Examination 2016-08-06
  • S65 Uniform Investment Adviser Law Examination
    2019-05-13
  • S63 Uniform Securities Agent State Law Examination
    2016-08-06
Other Names
  • Maxwell Richard Vreeland
  • Max Vreeland

View on SEC IAPD

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CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS
ALYSE ROSE UZARSKI
Beau T Tillinghast
MARC A. CIOCIOLA
DAVID LEWIS KING
Wiktor Wozniak

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LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
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