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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-17
NJ RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-17
  • NJ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Freehold, NJ • United States

530 Route 35, Shrewsbury, NJ 07702-4139 • 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
Barnum Financial Group Iselin NJ 06/2023 09/2023
Door Dash Freehold NJ 12/2022 01/2023
Brubella Inc. Freehold NJ 05/2022 07/2022
Door Dash Freehold NJ 07/2022 09/2022
Northwestern Mutual Red Bank NJ 01/2022 05/2022
Muhlenberg College Allentown PA 08/2019 12/2021
Freehold Township High School Freehold NJ 09/2015 06/2019
Muhlenberg College Allentown PA 01/2023 05/2023
Fidelity Investments Shrewsbury NJ 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → 09/2023
    Barnum Financial Group
    Iselin, NJ
  • 12/2022 → 01/2023
    Door Dash
    Freehold, NJ
  • 05/2022 → 07/2022
    Brubella Inc.
    Freehold, NJ
  • 07/2022 → 09/2022
    Door Dash
    Freehold, NJ
  • 01/2022 → 05/2022
    Northwestern Mutual
    Red Bank, NJ
  • 08/2019 → 12/2021
    Muhlenberg College
    Allentown, PA
  • 09/2015 → 06/2019
    Freehold Township High School
    Freehold, NJ
  • 01/2023 → 05/2023
    Muhlenberg College
    Allentown, PA
  • 10/2023 → Present
    Fidelity Investments
    Shrewsbury, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-04
  • S66 Uniform Combined State Law Examination
    2024-03-04
Other Names
  • Max Henry Pirozzi
  • Maxh Henry Pirozzi

View on SEC IAPD

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