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Maxwell Christopher Ellersick

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Notre Dame High School Sherman Oaks CA 06/2016 05/2020
University Of Utah Salt Lake City UT 06/2020 05/2023
Compass Real Estate Los Angeles CA 03/2021 07/2021
University Of Utah Auxiliary Business Development Salt Lake City UT 08/2021 05/2023
Fidelity Investments Salt Lake City UT 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 05/2020
    Notre Dame High School
    Sherman Oaks, CA
  • 06/2020 → 05/2023
    University Of Utah
    Salt Lake City, UT
  • 03/2021 → 07/2021
    Compass Real Estate
    Los Angeles, CA
  • 08/2021 → 05/2023
    University Of Utah Auxiliary Business Development
    Salt Lake City, UT
  • 05/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-06
S63 Uniform Securities Agent State Law Examination 2023-08-15
  • S66 Uniform Combined State Law Examination
    2025-01-06
  • S63 Uniform Securities Agent State Law Examination
    2023-08-15
Other Names
  • Maxwell Christopher Ellersick
  • Max Christopher Ellersick
  • Max Ellersick

View on SEC IAPD

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