Robert D. Maxwell
STRATEGIC ADVISERS LLC | Financial Consultant
MILFORD, MI
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CRD#: 4822662
Professional summary
Robert D Maxwell, CFP®, ChFC®, CLU®, who also goes by Robert Donald Maxwell III, Robert Donald Maxwell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Milford, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Grand Blanc, Michigan.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Robert has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 24, Series 51 and Series 26 exams.
Biography
I believe in building strong relationships with my clients so that I can understand what is most important to them. My goal is to help simplify the complexities of their financial life so that they can build better futures for themselves and their families. My team will work diligently to implement a process where we will continue to assess whether our client's wealth is positioned in a way that creates better outcomes as they work towards their goals.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Estate Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Robert Donald Maxwell Iii | Robert Donald Maxwell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert D Maxwell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Education
Oakland University
Bachelor of Science - Finance
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10811 S Saginaw St, Grand Blanc, MI 48439RIA
CRD#: 104555
MILFORD, MI
Current
April 30, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10811 S Saginaw, Grand Blanc, MI 48439BD
CRD#: 7784
Grand Blanc, MI
Past
June 11, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GRAND BLANC, MI
Past
January 3, 2020 - April 26, 2021
PINNACLE WEALTH PARTNERS
RIA
CRD#: 306628
MILFORD, MI
Past
October 23, 2015 - August 26, 2019
ALLSTATE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109524
Farmington Hills, MI
Past
May 6, 2015 - August 26, 2019
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
FARMINGTON HILLS, MI
Past
September 3, 2010 - April 2, 2015
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
PORTAGE, MI
Past
July 27, 2004 - April 2, 2015
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
PORTAGE, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/5/2023)
RR
California(5/1/2023)
RR
Colorado(5/19/2023)
RR
Florida(8/13/2021)
RR
Illinois(5/6/2022)
RR
Indiana(3/4/2022)
RR
Michigan(4/30/2021)
IAR
Michigan(3/31/2025)
RR
Missouri(9/12/2024)
RR
North Carolina(6/29/2023)
RR
Oklahoma(3/5/2024)
RR
Pennsylvania(12/15/2023)
RR
Tennessee(7/31/2023)
RR
Texas(5/3/2024)
IAR
Texas(3/31/2025)
RR
Virginia(4/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Milford, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
