Base Management
46yrs
Top advisor by experience in Towson
2yrs
Max Hoffman
Financial advisor at Strategic Advisers
Max Hoffman is a fiduciary financial advisor in Towson, Maryland, with 2 years in the industry. Max joined Strategic Advisers in 2025, after a year at Equitable Advisors. 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 310 advisors with offices in Towson, and one of 277 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeTowson, MD
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowStrategic Advisers LLCCurrent firm
- Sep 2024 – Oct 2025Equitable Advisors, LLCPreviously
Contact Max
(617) 563-7000Firm headquarters in Boston, MA. Ask for Max. Towson, MDOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Max
Tailored to Max’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Max
How do I contact Max?
Call Strategic Advisers at (617) 563-7000 and ask for Max Hoffman. Max works from the Towson, MD office.
How long has Max been a financial advisor?
Max has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Max hold?
Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Max 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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