MAXWELL DONALD WOLK is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-11-01 | 2025-03-31 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2020-06-30 | 2021-09-29 | — |