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Maxwell Graham

Strategic Advisers LLC

Somerville, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-08-27
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • ME RA
    APPROVED
    Since 2026-08-27
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Somerville, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Fidelity Investments Merrimack NH 08/2023 Present
Network Business & Consulting Chelmsford MA 07/2022 08/2022
Unified Parking Partners Burlington VT 06/2021 11/2021
Fedex Ground Chelmsford MA 01/2020 01/2020
University Of Vermont Burlington VT 08/2019 05/2023
Fenton Landscaping And Construction Llc Acton MA 06/2018 08/2019
Patriots Hill Recreation Acton MA 06/2015 08/2018
Acton - Boxborough Regional High School Acton MA 09/2014 06/2018
Miami University Oxford OH 08/2018 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2022 → 08/2022
    Network Business & Consulting
    Chelmsford, MA
  • 06/2021 → 11/2021
    Unified Parking Partners
    Burlington, VT
  • 01/2020 → 01/2020
    Fedex Ground
    Chelmsford, MA
  • 08/2019 → 05/2023
    University Of Vermont
    Burlington, VT
  • 06/2018 → 08/2019
    Fenton Landscaping And Construction Llc
    Acton, MA
  • 06/2015 → 08/2018
    Patriots Hill Recreation
    Acton, MA
  • 09/2014 → 06/2018
    Acton - Boxborough Regional High School
    Acton, MA
  • 08/2018 → 12/2018
    Miami University
    Oxford, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Somerville, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2023-12-01
  • S66 Uniform Combined State Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2023-12-01
Other Names
  • Maxwell Graham
  • Maxwell Alexander Graham

View on SEC IAPD

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