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Max T. Weston

Strategic Advisers LLC

Columbus, OH

Westerville, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Westerville, OH • 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
Fifth Third Bank Columbus OH 02/2016 05/2021
Fifth Third Securities Columbus OH 05/2017 05/2021
Fidelity Investments Columbus OH 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 05/2021
    Fifth Third Bank
    Columbus, OH
  • 05/2017 → 05/2021
    Fifth Third Securities
    Columbus, OH
  • 06/2021 → Present
    Fidelity Investments
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Columbus, OH
  • 2018-08-28 → 2021-05-21
    Fifth Third Securities, Inc.
    Gahanna, OH
    Pickerington, OH
    Reynoldburg, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-15
S63 Uniform Securities Agent State Law Examination 2017-06-26
  • S65 Uniform Investment Adviser Law Examination
    2018-08-15
  • S63 Uniform Securities Agent State Law Examination
    2017-06-26
Other Names
  • Max T Weston
  • Max Trent Weston

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

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