Max Bradley, financial advisor Greenwood Village CO
90 score

Max Bradley

CRD Number: 6109664
Current Firm: Strategic Advisers, Inc.

Max Bradley (CRD# 6109664) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwood Village, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Greenwood Village, CO Sep 2013 - Current 3
J.p. Morgan Institutional Investments Inc. Englewood, CO Aug 2012 - Aug 2013 1
Colorado State University Fort Collins, CO Jan 2006 - May 2013 7
American Eagle Outfitters Aurora, CO Dec 2007 - Aug 2010 2
Hollister Company Englewood, CO Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Max B. Bradley
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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