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Max Bursk

Strategic Advisers LLC

Covington, KY

Forestville, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Forestville, OH • 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
Carl Zeiss Optical Hebron KY 01/2021 03/2021
Unwind Wine Bar Cincinnati OH 04/2021 11/2021
Dewey'S Pizza Cincinnati OH 01/2018 03/2018
Unwind Wine Bar Cincinnati OH 06/2016 02/2017
Planet Fitness Cincinnati OH 01/2020 01/2020
Chick-Fil-A Newport KY 03/2019 03/2019
Unwind Wine Bar Cincinnati OH 03/2018 03/2021
Unemployed Cincinnati OH 04/2017 08/2017
University Of Cincinnati Cincinnati OH 08/2017 11/2017
Fidelity Investments Covington KY 12/2021 Present
Anderson High School Cincinnati OH 08/2013 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 03/2021
    Carl Zeiss Optical
    Hebron, KY
  • 04/2021 → 11/2021
    Unwind Wine Bar
    Cincinnati, OH
  • 01/2018 → 03/2018
    Dewey'S Pizza
    Cincinnati, OH
  • 06/2016 → 02/2017
    Unwind Wine Bar
    Cincinnati, OH
  • 01/2020 → 01/2020
    Planet Fitness
    Cincinnati, OH
  • 03/2019 → 03/2019
    Chick-Fil-A
    Newport, KY
  • 03/2018 → 03/2021
    Unwind Wine Bar
    Cincinnati, OH
  • 04/2017 → 08/2017
    Unemployed
    Cincinnati, OH
  • 08/2017 → 11/2017
    University Of Cincinnati
    Cincinnati, OH
  • 12/2021 → Present
    Fidelity Investments
    Covington, KY
  • 08/2013 → 04/2017
    Anderson High School
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
S63 Uniform Securities Agent State Law Examination 2022-06-03
  • S66 Uniform Combined State Law Examination
    2023-12-20
  • S63 Uniform Securities Agent State Law Examination
    2022-06-03
Other Names
  • Max Gerard Bursk
  • Max Bursk

View on SEC IAPD

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