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Gregory Maxey

Strategic Advisers LLC

Exton, PA

West Chester, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

300 Main Street, Exton, PA 19341-3707 • United States

West Chester, PA • 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
Piazza Presto Italian Restaurant Royersford PA 07/2014 08/2020
Chipotle Mexican Grill Newark DE 10/2020 05/2021
Unemployment Royersford PA 08/2020 10/2020
Unemployment Royersford PA 05/2021 08/2021
Equitable Advisors, Llc New York NY 09/2021 02/2022
University Of Delaware Newark DE 08/2017 05/2021
Spring-Ford School District Royersford PA 08/2011 06/2017
Fidelity Investments Warrington PA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 08/2020
    Piazza Presto Italian Restaurant
    Royersford, PA
  • 10/2020 → 05/2021
    Chipotle Mexican Grill
    Newark, DE
  • 08/2020 → 10/2020
    Unemployment
    Royersford, PA
  • 05/2021 → 08/2021
    Unemployment
    Royersford, PA
  • 09/2021 → 02/2022
    Equitable Advisors, Llc
    New York, NY
  • 08/2017 → 05/2021
    University Of Delaware
    Newark, DE
  • 08/2011 → 06/2017
    Spring-Ford School District
    Royersford, PA
  • 03/2022 → Present
    Fidelity Investments
    Warrington, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Warrington, PA
  • 2021-12-02 → 2022-03-03
    Equitable Advisors, Llc
    Bala Cynwyd, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-23
  • S66 Uniform Combined State Law Examination
    2021-11-23
Designations
Other Names
  • Gregory Thomas Maxey
  • Greg Maxey
  • Gregory T Maxey
  • Gregory Maxey

View on SEC IAPD

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Other Investors

EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN
BRIAN SCHWEITZER
MANDY SUE SNIDER
DOUGLAS MCALLISTER
ANDREW JAMES MASON
KYLE GADIEL

Other Offices

TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA

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