Maximillian T. Oxenbridge
Professional summary
Maximillian Tobias Oxenbridge, who also goes by Maximillian Oxenbridge, is a registered financial advisor currently at INTELLECTUS PARTNERS, LLC located in Miami, Florida.
Maximillian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Maximillian has worked at 3 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maximillian Tobias Oxenbridge's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 16, 2025 - Present
INTELLECTUS PARTNERS, LLC
October 18, 2023 - April 22, 2025
BESSEMER INVESTOR SERVICES, INC.
November 25, 2020 - May 3, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 18, 2020 - May 3, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
INTELLECTUS PARTNERS, LLC
CRD#: 173140 / SEC#: 801-93170
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/16/2025)
Exams
Series 7TO
Date: 8/18/2020
General Securities Representative ExaminationCurrent Firm
INTELLECTUS PARTNERS, LLC
CRD#: 173140 / SEC#: 801-93170
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 881 |
| AUM (Assets Under Management) | $ 1,278,913,181 |
Red Flags
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