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Maxwell J. Mcgourty

Strategic Advisers LLC

Dorchester, MA

Framingham, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Dorchester, MA • United States

405 Cochituate Road, Framingham, MA 01701-4648 • 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 Investments Smithfield RI 08/2021 Present
Tradeposted Gardner MA 01/2021 07/2021
University Of Massachusetts Amherst Amherst MA 09/2016 06/2020
Costar Group Boston MA 05/2019 09/2019
Costar Group Boston MA 05/2018 09/2018
Curry Printing Westborough MA 05/2017 09/2017
Unemployed Westborough MA 06/2020 01/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2021 → 07/2021
    Tradeposted
    Gardner, MA
  • 09/2016 → 06/2020
    University Of Massachusetts Amherst
    Amherst, MA
  • 05/2019 → 09/2019
    Costar Group
    Boston, MA
  • 05/2018 → 09/2018
    Costar Group
    Boston, MA
  • 05/2017 → 09/2017
    Curry Printing
    Westborough, MA
  • 06/2020 → 01/2021
    Unemployed
    Westborough, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-07
S63 Uniform Securities Agent State Law Examination 2020-11-12
  • S66 Uniform Combined State Law Examination
    2023-08-07
  • S63 Uniform Securities Agent State Law Examination
    2020-11-12
Designations
Other Names
  • Maxwell Joseph Mcgourty
  • Maxwell Mcgourty

View on SEC IAPD

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