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William Maxwell

Strategic Advisers LLC

Tucson, AZ

Tucson, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Tucson, AZ • United States

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 06/2015 10/2016
Fidelity Brokerage Services Llc Rucson AZ 10/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 10/2016
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 10/2016 → Present
    Fidelity Brokerage Services Llc
    Rucson, AZ
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-131679|OrgNmn:Playtest Network LLC|Org Addr:Tucson,Arizona,US|OBA Nature:Documentary Production|Invst Rel:N|Title:Owner |Duties:Minimal - Bookkeeping and legal filiings|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-125567|OrgNmn:Desert Frequency|Org Addr:Phoenix,Arizona,US|OBA Nature:Local music event production|Invst Rel:N|Title:Partner|Duties:Mininal - Administrative and bookkeeping|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-15
  • S66 Uniform Combined State Law Examination
    2015-09-15
Designations
Other Names
  • William Henry Maxwell

View on SEC IAPD

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