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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-06
UT RA APPROVED 2026-03-06
  • TX RA
    APPROVED
    Since 2026-03-06
  • UT RA
    APPROVED
    Since 2026-03-06

Branch Locations

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

Cottonwood Heights, 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
Sugar Bowl Resort Truckee CA 01/2024 05/2024
Stanley Tree Service North Smithfield RI 07/2018 12/2023
Unemployed North Smithfield RI 12/2002 07/2018
University Of Rhode Island Mainfare Dining Hall Kingston RI 02/2022 04/2022
Tahoe Getaways Truckee CA 05/2024 08/2024
Fidelity Investments Salt Lake City UT 09/2024 Present
  • 01/2024 → 05/2024
    Sugar Bowl Resort
    Truckee, CA
  • 07/2018 → 12/2023
    Stanley Tree Service
    North Smithfield, RI
  • 12/2002 → 07/2018
    Unemployed
    North Smithfield, RI
  • 02/2022 → 04/2022
    University Of Rhode Island Mainfare Dining Hall
    Kingston, RI
  • 05/2024 → 08/2024
    Tahoe Getaways
    Truckee, CA
  • 09/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2024-12-12
  • S66 Uniform Combined State Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2024-12-12
Other Names
  • Maxwell T Bischoff
  • Maxwell Bischoff

View on SEC IAPD

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