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Max Ian Delance

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Salt Lake City, UT • 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
Fidelity Brokerage Services Llc Salt Lake City UT 02/2020 Present
The Hartford Insurance Company Phoenix AZ 10/2013 05/2019
Unemployed West Haven CT 05/2019 02/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 10/2013 → 05/2019
    The Hartford Insurance Company
    Phoenix, AZ
  • 05/2019 → 02/2020
    Unemployed
    West Haven, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-126352|OrgNmn:Utah Olympic Legacy|Org Addr:Park City,Utah,US|OBA Nature:Olympic Development Coach|Invst Rel:N|Title:Skeleton Development Coach|Duties:Coaching and developing prospective athletes|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-28
  • S66 Uniform Combined State Law Examination
    2020-07-28
Other Names
  • Max Ian Delance
  • Max Delance

View on SEC IAPD

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Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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