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Maxwell Griffin Karass

Strategic Advisers LLC

Lone Tree, CO

Denver, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-28
TX RA APPROVED 2025-04-28
  • CO RA
    APPROVED
    Since 2025-04-28
  • TX RA
    APPROVED
    Since 2025-04-28

Branch Locations

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Denver, CO • 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
Fidelity Investments Merrimack NH 08/2022 Present
Boston Yacht Club Marblehead MA 07/2016 10/2016
Boston Yacht Club Marblehead MA 04/2017 10/2017
Boston Yacht Club Marblehead MA 04/2018 08/2018
Boston Yacht Club Marblehead MA 05/2019 08/2019
Boston Yacht Club Marblehead MA 06/2020 08/2020
Boston Yacht Club Marblehead MA 05/2021 08/2021
Boston Yacht Club Marblehead MA 05/2022 08/2022
Saint Anselm College Manchester NH 08/2021 05/2022
Saint Anselm College Manchester NH 08/2019 05/2020
Saint Anselm College Manchester NH 08/2020 05/2021
Saint Anselm College Manchester NH 08/2018 05/2019
Marblehead High School Marblehead MA 09/2014 05/2018
  • 08/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2016 → 10/2016
    Boston Yacht Club
    Marblehead, MA
  • 04/2017 → 10/2017
    Boston Yacht Club
    Marblehead, MA
  • 04/2018 → 08/2018
    Boston Yacht Club
    Marblehead, MA
  • 05/2019 → 08/2019
    Boston Yacht Club
    Marblehead, MA
  • 06/2020 → 08/2020
    Boston Yacht Club
    Marblehead, MA
  • 05/2021 → 08/2021
    Boston Yacht Club
    Marblehead, MA
  • 05/2022 → 08/2022
    Boston Yacht Club
    Marblehead, MA
  • 08/2021 → 05/2022
    Saint Anselm College
    Manchester, NH
  • 08/2019 → 05/2020
    Saint Anselm College
    Manchester, NH
  • 08/2020 → 05/2021
    Saint Anselm College
    Manchester, NH
  • 08/2018 → 05/2019
    Saint Anselm College
    Manchester, NH
  • 09/2014 → 05/2018
    Marblehead High School
    Marblehead, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-26
S63 Uniform Securities Agent State Law Examination 2023-01-09
  • S66 Uniform Combined State Law Examination
    2024-02-26
  • S63 Uniform Securities Agent State Law Examination
    2023-01-09
Other Names
  • Maxwell Griffin Karass
  • Max Griffin Karass
  • Maxwell Karass

View on SEC IAPD

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