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Maximilian Heinrich Poth

Strategic Advisers LLC

Greenwood Village, CO

Denver, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-16
TX RA APPROVED 2025-12-16
  • CO RA
    APPROVED
    Since 2025-12-16
  • TX RA
    APPROVED
    Since 2025-12-16

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • 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
Fgs Global Washington DC 06/2025 08/2025
The Sink Boulder CO 08/2024 05/2025
University Of Colorado Boulder Boulder CO 08/2021 12/2024
Bayer Ag Leverkusen NL 06/2023 08/2023
The Lucerne Inn (Under New Management) Dedham ME 06/2021 08/2021
Fidelity Investments Greenwood Village CO 08/2025 Present
Anna-Schmidt-Schule Frankfurt NL 08/2014 06/2018
John Bapst Memorial High School Dedham ME 08/2018 06/2021
Unemployed Dedham ME 06/2018 08/2018
  • 06/2025 → 08/2025
    Fgs Global
    Washington, DC
  • 08/2024 → 05/2025
    The Sink
    Boulder, CO
  • 08/2021 → 12/2024
    University Of Colorado Boulder
    Boulder, CO
  • 06/2023 → 08/2023
    Bayer Ag
    Leverkusen, NL
  • 06/2021 → 08/2021
    The Lucerne Inn (Under New Management)
    Dedham, ME
  • 08/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2014 → 06/2018
    Anna-Schmidt-Schule
    Frankfurt, NL
  • 08/2018 → 06/2021
    John Bapst Memorial High School
    Dedham, ME
  • 06/2018 → 08/2018
    Unemployed
    Dedham, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-08
  • S66 Uniform Combined State Law Examination
    2025-12-08
Other Names
  • Maximilian Poth

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
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