Keystone Capital Advisors
45yrs
Top advisor by experience in West Chester
5yrs
Gregory Maxey
Financial advisor at Strategic Advisers
Gregory Maxey is a fiduciary financial advisor in West Chester, Pennsylvania, with 5 years in the industry. Gregory joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors and less than a year at Equitable Advisors. Gregory holds the CFP® designation.
One of 283 advisors with offices in West Chester, and one of 250 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeWest Chester, PA
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Dec 2021 – Mar 2022Equitable Advisors, LLCPreviously
Contact Gregory
(617) 563-7000Firm headquarters in Boston, MA. Ask for Gregory. West Chester, PAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gregory
Tailored to Gregory’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 Gregory
How do I contact Gregory?
Call Strategic Advisers at (617) 563-7000 and ask for Gregory Maxey. Gregory works from the West Chester, PA office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Gregory 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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