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Max Goliger

Strategic Advisers LLC

Coconut Creek, FL

CRD 7169932

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Coconut Creek, FL • 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
Axa Advisors, Llc New York NY 08/2019 06/2020
Positive Recovery Solutions, Llc Boca Raton FL 07/2016 06/2019
Max Tackle, Llc Boca Raton FL 08/2015 01/2019
Equitable Advisors, Llc New York NY 08/2019 08/2020
Freedom Mortgage Corporation Boca Raton FL 08/2020 09/2021
Fidelity Investments Boca Raton FL 09/2021 Present
Florida Atlantic University Boca Raton FL 06/2016 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2016 → 06/2019
    Positive Recovery Solutions, Llc
    Boca Raton, FL
  • 08/2015 → 01/2019
    Max Tackle, Llc
    Boca Raton, FL
  • 08/2019 → 08/2020
    Equitable Advisors, Llc
    New York, NY
  • 08/2020 → 09/2021
    Freedom Mortgage Corporation
    Boca Raton, FL
  • 09/2021 → Present
    Fidelity Investments
    Boca Raton, FL
  • 06/2016 → 05/2019
    Florida Atlantic University
    Boca Raton, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2020-01-09 → 2020-08-05
    Equitable Advisors, Llc
    Boca Raton, FL
Other Businesses

OBA-122968|OrgNmn:Ebay & Shopify|Org Addr:Coconut Cr,Florida,US|OBA Nature:listing and selling various fi|Invst Rel:N|Title:Vendor|Duties:List products, fufill orders|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
  • S66 Uniform Combined State Law Examination
    2020-01-06
Other Names
  • Max Goliger
  • Max Goliger
  • Max Joseph Goliger

View on SEC IAPD

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