Best Investors Account Sign in

Maxwell Depalo

Strategic Advisers LLC

New York, NY

New York, NY

Brooklyn, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-11
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-08-11
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

320 Park Avenue, New York, NY 10022-6815 • United States

1356 Third Avenue, New York, NY 10075-0461 • United States

Brooklyn, NY • 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 Greenwood Village CO 08/2021 Present
Cetera Financial Group North Haven CT 05/2018 08/2018
Westport Pilates Westport CT 06/2017 09/2019
Quinnipiac University Hamden CT 05/2016 05/2020
Growth Cave Boston MA 11/2020 08/2021
Wealth Send Bridgeport CT 04/2020 08/2020
Weston Field Club Weston CT 05/2014 08/2018
Unemployed Bridgeport CT 09/2020 11/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2018 → 08/2018
    Cetera Financial Group
    North Haven, CT
  • 06/2017 → 09/2019
    Westport Pilates
    Westport, CT
  • 05/2016 → 05/2020
    Quinnipiac University
    Hamden, CT
  • 11/2020 → 08/2021
    Growth Cave
    Boston, MA
  • 04/2020 → 08/2020
    Wealth Send
    Bridgeport, CT
  • 05/2014 → 08/2018
    Weston Field Club
    Weston, CT
  • 09/2020 → 11/2020
    Unemployed
    Bridgeport, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-11
  • S66 Uniform Combined State Law Examination
    2022-03-11
Other Names
  • Maxwell Vincent Depalo
  • Maxwell Depalo
  • Max Depalo

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor