Maxwell Gilbert Margetich

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

• 12/2022 → 01/2023
  Shinola Detroit
  Detroit, MI
• 09/2022 → 11/2022
  Eastern Market
  Detroit, MI
• 05/2022 → 07/2022
  Pnc Bank
  Dearborn, MI
• 01/2022 → 03/2022
  Spotlite
  Detroit, MI
• 07/2021 → 12/2021
  Millers Bar
  Dearborn, MI
• 01/2021 → 07/2021
  Unemployed
  Dearborn, MI
• 11/2020 → 01/2021
  Shinola Detroit
  Detroit, MI
• 09/2020 → 11/2020
  Mission Management- Jolly Pumpkin
  Dearborn, MI
• 03/2020 → 09/2020
  Unemployed
  Dearborn, MI
• 11/2019 → 03/2020
  Mission Management- Jolly Pumpkin
  Dearborn, MI
• 09/2019 → 11/2019
  Andiamo Dearborn
  Dearborn, MI
• 05/2019 → 08/2019
  Murdoch Law Pllc
  Dearbron, MI
• 03/2019 → 05/2019
  Lue Thai Cafe
  Dearborn, MI
• 10/2018 → 03/2019
  Yafa & Nermeen- Jimmy Johns
  Dearborn, MI
• 07/2018 → 10/2018
  Unemployed
  Dearborn, MI
• 09/2017 → 07/2018
  Einsterins/Caribou Coffee Co.
  Dearborn, MI
• 05/2017 → 08/2017
  English Gardens
  Dearborn, MI
• 08/2016 → 05/2017
  Oakland University
  Rochester, MI
• 08/2017 → 05/2020
  Henery Ford College
  Dearborn, MI
• 08/2020 → 12/2022
  Wayne State University
  Detroit, MI
• 01/2023 → Present
  Fidelity Brokerage Services
  Novi, MI
• 06/2021 → 07/2021
  Mission Management- Jolly Pumpkin
  Dearborn, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dearborn, MI

Exams

• S66 Uniform Combined State Law Examination
  2024-03-16
• S63 Uniform Securities Agent State Law Examination
  2023-05-25