Max Kramer
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Max Kramer is an investment adviser representative with Strategic Advisers LLC in Grand Rapids, MI, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 5 firms, including Fidelity Personal and Workplace Advisors and CX Institutional, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan and Texas.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
- Broker:
17 states and territories
Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Massachusetts, Michigan, Minnesota, Montana, Nebraska, Nevada, Ohio, Pennsylvania, South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Gradient Securities, LLCNov 2018 – Dec 2018Arden Hills, MN
- ShiptJul 2018 – Sep 2019Grand Rapids, MI
- Willis LAWNov 2015 – Jul 2018Kalamazoo, MI
- DAUS FinancialJan 2017 – Dec 2017Kalamazoo, MI
- ONE AmericaJun 2018 – Aug 2018Grand Rapids, MI
- Kramer Asset Management, LLCSep 2018 – Sep 2019Grand Rapids, MI
- Cambridge Investment Research, Inc.Dec 2018 – Sep 2019Fairfield, IA
- Cambridge Investment Research, Inc.Mar 2019 – Sep 2019Fairfield, IA
- Cambridge Investment Research Advisors, Inc.Apr 2019 – Sep 2019Fairfield, IA
- CX Institutional, LLCOct 2019 – Aug 2021Portage, MI
- LPL Financial LLCOct 2019 – Sep 2020Portagae, MI
- Fidelity InvestmentsMar 2022 – no end date reportedGrand Rapids, MI
- UnemployedAug 2021 – Mar 2022Grand Rapids, MI
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Max Kramer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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