Maxwell Brian Farquhar

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-15
OR	RA	APPROVED	2025-11-25

TX RA
APPROVED

Since 2026-07-15
OR RA
APPROVED

Since 2025-11-25

Branch Locations

Tigard, OR • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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

Organization	City	State	From	To
Unemployed	Tigard	OR	06/2021	09/2021
Fidelity Investments	Tigard	OR	07/2025	Present
First Command Financial Services	Vancouver	WA	01/2023	11/2023
Van Gordan Investments	Hillsboro	OR	09/2024	07/2025
Portland Community College	Tigard	OR	09/2021	06/2023
Albertsons	Tigard	OR	09/2021	02/2022
University Of Oregon	Eugene	OR	09/2023	06/2025
Tigard High School	Tigard	OR	09/2017	06/2021
Fowler Middle School	Tigard	OR	09/2014	09/2017

06/2021 → 09/2021

Unemployed

Tigard, OR
07/2025 → Present

Fidelity Investments

Tigard, OR
01/2023 → 11/2023

First Command Financial Services

Vancouver, WA
09/2024 → 07/2025

Van Gordan Investments

Hillsboro, OR
09/2021 → 06/2023

Portland Community College

Tigard, OR
09/2021 → 02/2022

Albertsons

Tigard, OR
09/2023 → 06/2025

University Of Oregon

Eugene, OR
09/2017 → 06/2021

Tigard High School

Tigard, OR
09/2014 → 09/2017

Fowler Middle School

Tigard, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-12

S66 Uniform Combined State Law Examination

2025-11-12

Other Names

Max Brian Farquhar
Maxwell Brian Farquhar

View on SEC IAPD

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