Laura Maxwell
CFP®Professional Summary
Laura 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,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
Laura E Ede, Laura Elizabeth Ede, Laura Elizabeth Maxwell
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
Education
Oakland University
Biology, Bachelor of Science (BS)
Biology, Bachelor of Science (BS)
2005
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Current Firm
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
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
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
State Registrations and Notice Filings
(6/16/2020)
(3/14/2022)
(5/8/2024)
(3/7/2022)
(6/4/2013)
(9/13/2021)
(6/4/2013)
(8/25/2021)
(3/7/2022)
(8/6/2026)
(1/7/2025)
(6/4/2013)
(1/7/2026)
(3/8/2022)
(6/4/2013)
(3/31/2025)
(9/21/2023)
(6/4/2013)
(9/7/2023)
(3/7/2022)
(1/6/2019)
(1/10/2019)
(3/15/2021)
(11/21/2017)
(1/9/2020)
(7/28/2020)
(3/31/2025)
(3/29/2023)
(1/8/2020)
(3/7/2022)
(3/4/2022)
(1/9/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2007About the Series 6 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Laura Maxwell's CRS (Customer Relationship Summary).
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