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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-29
  • CO RA
    APPROVED
    Since 2026-07-29

Branch Locations

Broomfield, CO • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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
Byu On Campus Internship Provo UT 01/2024 04/2024
Brigham Young University Provo UT 05/2020 04/2026
Concordia Capital Provo UT 06/2024 08/2024
Fidelity Investments Broomfield CO 06/2025 08/2025
Fidelity Investments Broomfield CO 05/2026 Present
Brigham Young University Provo UT 09/2023 05/2026
Rock Canyon High School Highlands Ranch CO 08/2016 05/2020
  • 01/2024 → 04/2024
    Byu On Campus Internship
    Provo, UT
  • 05/2020 → 04/2026
    Brigham Young University
    Provo, UT
  • 06/2024 → 08/2024
    Concordia Capital
    Provo, UT
  • 06/2025 → 08/2025
    Fidelity Investments
    Broomfield, CO
  • 05/2026 → Present
    Fidelity Investments
    Broomfield, CO
  • 09/2023 → 05/2026
    Brigham Young University
    Provo, UT
  • 08/2016 → 05/2020
    Rock Canyon High School
    Highlands Ranch, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-24
  • S66 Uniform Combined State Law Examination
    2026-07-24
Other Names
  • Max Buhler

View on SEC IAPD

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