Maxim Yuriy Biruk

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 05/2024
  Wells Fargo Clearing Services
  Charlotte, NC
• 04/2022 → 05/2024
  Us Tech Solutions
  Jersey City, NJ
• 08/2019 → 12/2021
  Wingate University
  Wingate, NC
• 11/2017 → 11/2021
  Sabor Latin Street Grill
  Indian Trail, NC
• 08/2014 → 05/2019
  South Piedmont Community College
  Monroe, NC
• 12/2021 → 05/2022
  Unemployed
  Indian Trail, NC
• 05/2024 → Present
  Fidelity Investments
  Charlotte, NC

Previous Registrations

• 2023-10-17 → 2024-05-31
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-02
• S63 Uniform Securities Agent State Law Examination
  2022-07-18

Other Names

• Max Yuriy Biruk
• Maxim Biruk
• Maxim Yuriy Biruk