Morgan Stanley
47yrs
Top advisor by experience in Oxnard
15yrs
Maxine Morgan has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Oxnard, California. Maxine has been with Strategic Advisers since 2025; before that, Maxine spent seven years at Fidelity Personal and Workplace Advisors and less than a year at Morgan Stanley. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 93 advisors with offices in Oxnard, and one of 83 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
OfficeOxnard, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2012 – 2018Strategic Advisers LLCPreviously
- Sep 2011 – Nov 2011Morgan StanleyPreviously
Contact Maxine
(617) 563-7000Firm headquarters in Boston, MA. Ask for Maxine. Oxnard, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Maxine
Tailored to Maxine’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Maxine
How do I contact Maxine?
Call Strategic Advisers at (617) 563-7000 and ask for Maxine Morgan. Maxine works from the Oxnard, CA office.
How long has Maxine been a financial advisor?
Maxine has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
What licenses does Maxine hold?
Series 66. Tap any license on this page to see what it allows.
Is Maxine a fiduciary?
Maxine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maxine paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Maxine for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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