Maxwell Donald Wolk

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

• 08/2013 → 05/2017
  University Of South Carolina
  Columbia, SC
• 05/2016 → 01/2017
  Consoliated Electrical Distributors
  Columbia, SC
• 07/2017 → 09/2018
  Insight Global
  Atlanta, GA
• 10/2018 → 12/2019
  Staples
  Atlanta, GA
• 01/2020 → 09/2021
  Raymond James
  Atlanta, GA
• 09/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2020-06-30 → 2021-09-29
  Raymond James & Associates, Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2020-06-25

Other Names

• Maxwell Donald Wolk
• Maxwell Wolk