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Maxim Caron

Zen Wealth Advisors, LLC

Marlborough, MA

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Current Employers
Zen Wealth Advisors, Llc

11 Apex Drive Suite 300A, Marlborough, MA 01752 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-10
  • MA RA
    APPROVED
    Since 2026-07-10

Branch Locations

11 Apex Drive Suite 300A, Marlborough, MA 01752 • 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
Cato Institute Dc DC 01/2022 05/2022
Big Y World Class Market Amherst MA 05/2023 07/2023
College Of The Holy Cross Worcester MA 08/2019 05/2023
Belchertown Public School Belchertown MA 06/2014 06/2019
Town Of Wilbraham Wilbraham MA 06/2019 08/2019
Fidelity Investments Smithfield RI 10/2023 04/2025
Worcester Public Schools Worcester MA 01/2023 05/2023
College Of The Holy Cross Worcester MA 08/2019 05/2021
Us Officials Worcester MA 12/2015 06/2019
Zen Wealth Advisors, Llc Marlborough MA 04/2025 Present
  • 01/2022 → 05/2022
    Cato Institute
    Dc, DC
  • 05/2023 → 07/2023
    Big Y World Class Market
    Amherst, MA
  • 08/2019 → 05/2023
    College Of The Holy Cross
    Worcester, MA
  • 06/2014 → 06/2019
    Belchertown Public School
    Belchertown, MA
  • 06/2019 → 08/2019
    Town Of Wilbraham
    Wilbraham, MA
  • 10/2023 → 04/2025
    Fidelity Investments
    Smithfield, RI
  • 01/2023 → 05/2023
    Worcester Public Schools
    Worcester, MA
  • 08/2019 → 05/2021
    College Of The Holy Cross
    Worcester, MA
  • 12/2015 → 06/2019
    Us Officials
    Worcester, MA
  • 04/2025 → Present
    Zen Wealth Advisors, Llc
    Marlborough, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-28
S63 Uniform Securities Agent State Law Examination 2025-01-31
  • S65 Uniform Investment Adviser Law Examination
    2026-04-28
  • S63 Uniform Securities Agent State Law Examination
    2025-01-31

View on SEC IAPD

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