Max Edward Modeste

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-06-12
CA	RA	APPROVED	2025-05-01

TX RA
APPROVED_RES

Since 2026-06-12
CA RA
APPROVED

Since 2025-05-01

Branch Locations

Roseville, CA • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • 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

Organization	City	State	From	To
Scoular	Granite Bay	CA	06/2021	10/2023
Full-Time Education	Rocklin	CA	11/2013	06/2021
Fidelity	Sacramento	CA	10/2023	Present
William Jessup	Rocklin	CA	01/2018	01/2020
William Jessup	Rocklin	CA	01/2020	01/2022

06/2021 → 10/2023

Scoular

Granite Bay, CA
11/2013 → 06/2021

Full-Time Education

Rocklin, CA
10/2023 → Present

Fidelity

Sacramento, CA
01/2018 → 01/2020

William Jessup

Rocklin, CA
01/2020 → 01/2022

William Jessup

Rocklin, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-28

S66 Uniform Combined State Law Examination

2024-04-28

Other Names

Max Edward Modeste
Max Modeste

View on SEC IAPD

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