Laura E. Maxwell
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
HINGHAM, MA
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CRD#: 5318188
Professional summary
Laura Elizabeth Maxwell, CFP®, who also goes by Laura E Ede, Laura Elizabeth Ede, Laura Elizabeth Maxwell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hingham, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Hingham, Massachusetts.
Laura is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Laura has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I collaborate with you and your family to create a holistic wealth plan. I take the time to understand your priorities and goals. I will be there to assist as you navigate the different phases of your financial picture. Working together my goal is to provide peace of mind, helping you understand how your money is invested and how it is working for you. I live on the south shore with my husband and two kids. On weekends you can find me playing with my kids, trying a new recipe or going on a run.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Laura E Ede | Laura Elizabeth Ede | Laura Elizabeth 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 Laura Elizabeth 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®
Education
Oakland University
Bachelor of Science (BS) - Biology
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 50 Derby St Ste 100, Hingham, MA 02043-3740RIA
CRD#: 104555
HINGHAM, MA
Current
June 4, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 50 Derby St, Ste 100, Hingham, MA 02043-3740BD
CRD#: 7784
Hingham, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
June 24, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HINGHAM, MA
Past
January 3, 2011 - April 26, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
URBANDALE, IA
Past
January 3, 2011 - April 26, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
URBANDALE, IA
Past
February 13, 2009 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
URBANDALE, IA
Past
December 5, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
URBANDALE, IA
Past
May 2, 2007 - September 11, 2007
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CHICAGO, IL
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
Alabama(6/16/2020)
RR
Arizona(3/14/2022)
RR
Arkansas(5/8/2024)
RR
California(3/7/2022)
RR
Connecticut(6/4/2013)
RR
District of Columbia(9/13/2021)
RR
Florida(6/4/2013)
RR
Georgia(8/25/2021)
RR
Illinois(3/7/2022)
RR
Louisiana(1/7/2025)
RR
Maine(6/4/2013)
RR
Maryland(3/8/2022)
RR
Massachusetts(6/4/2013)
IAR
Massachusetts(3/31/2025)
RR
Michigan(9/21/2023)
RR
New Hampshire(6/4/2013)
RR
New Jersey(9/7/2023)
RR
New York(3/7/2022)
RR
North Carolina(1/6/2019)
RR
Oregon(1/10/2019)
RR
Rhode Island(3/15/2021)
RR
South Carolina(11/21/2017)
RR
Tennessee(1/9/2020)
RR
Texas(7/28/2020)
IAR
Texas(3/31/2025)
RR
Utah(3/29/2023)
RR
Vermont(1/8/2020)
RR
Virginia(3/7/2022)
RR
Washington(3/4/2022)
RR
Wyoming(1/9/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Vice President, Financial ConsultantCRD#: 104555Hingham, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
