Max Gausch

Strategic Advisers LLC

Wake Forest, NC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Wake Forest, NC • 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	10/2011	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2011 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-09-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-28
S63	Uniform Securities Agent State Law Examination	2013-08-20

S66 Uniform Combined State Law Examination

2021-06-28
S63 Uniform Securities Agent State Law Examination

2013-08-20

Other Names

Maxwell Brendan Gausch
Max Brendan Gausch

View on SEC IAPD

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