UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
14yrs
Drew Maxwell
Financial advisor at Strategic Advisers
Based in Dallas, Texas, Drew Maxwell is a fiduciary financial advisor with 14 years of industry experience. Drew joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Drew holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 73% of advisors at Strategic Advisers
Office8411 Preston Road Suite 130, Dallas, TX 75225
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2014 – 2018Strategic Advisers LLCPreviously
Questions to ask Drew
Tailored to Drew’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Drew
How do I contact Drew?
Call Strategic Advisers at (617) 563-7000 and ask for Drew Maxwell. Drew works from the Dallas, TX office.
How long has Drew been a financial advisor?
Drew has been in the industry since 2012, about 14 years. More experience than 73% of advisors at Strategic Advisers.
What licenses does Drew hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Drew a fiduciary?
Drew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Drew paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Drew 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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