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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-05-22
TX RA APPROVED 2025-05-22
  • CO RA
    APPROVED
    Since 2025-05-22
  • TX RA
    APPROVED
    Since 2025-05-22

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Greenwood Village CO 04/2024 Present
Tower Employment Services Blackpool 07/2021 10/2021
Portal Security Serivces Blackpool 01/2012 10/2016
Ban Maireab School Phuket 12/2019 02/2021
N/A - Unemployed Denve CO 08/2022 07/2023
N/A - Unemployed Blackpool 12/2018 02/2019
N/A - Traveling Phuket 03/2021 06/2021
Ban Maireab School Phuket 10/2016 12/2018
Clyde Marine Uk 02/2019 11/2019
1St Merdian Denver CO 07/2023 04/2024
Self Employed Blackpool 10/2021 08/2022
  • 04/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 07/2021 → 10/2021
    Tower Employment Services
    Blackpool
  • 01/2012 → 10/2016
    Portal Security Serivces
    Blackpool
  • 12/2019 → 02/2021
    Ban Maireab School
    Phuket
  • 08/2022 → 07/2023
    N/A - Unemployed
    Denve, CO
  • 12/2018 → 02/2019
    N/A - Unemployed
    Blackpool
  • 03/2021 → 06/2021
    N/A - Traveling
    Phuket
  • 10/2016 → 12/2018
    Ban Maireab School
    Phuket
  • 02/2019 → 11/2019
    Clyde Marine
    Uk
  • 07/2023 → 04/2024
    1St Merdian
    Denver, CO
  • 10/2021 → 08/2022
    Self Employed
    Blackpool
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-20
S63 Uniform Securities Agent State Law Examination 2024-08-03
  • S66 Uniform Combined State Law Examination
    2025-05-20
  • S63 Uniform Securities Agent State Law Examination
    2024-08-03
Other Names
  • Max A Fisher
  • Max Fisher

View on SEC IAPD

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