Max Feller has been an investment adviser representative at Investment Partners since January 2023, and is not listed among the firm’s executive officers or direct owners.
Investment Partners LTD is a New Philadelphia, OH firm with $892M under management, 938 clients and 11 advisers across 8 offices, as of its May 2026 filing.
Max Feller’s longest registration is the current one, 3 years at Commonwealth Financial Network since 2022.
- Rea Wealth ManagementCurrent– present · 3 yearsNew Philadelphia, OH · Adviser representative · Firm CRD 108913
- Commonwealth Financial NetworkAlso current– present · 3 yearsNew Philadelphia, OH · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
Max Feller is registered as an investment adviser representative in Ohio, since December 2022.
- OhioSince 2 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2022 |
| Series 7TO | General Securities Representative Examination | 8 August 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 November 2021 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 November 2020 |
| SIE | Securities Industry Essentials Examination | 17 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Max William Feller
- CRD
- 7282538
- Firm
- Investment Partners · CRD 108913
- Office
- 419 W HIGH AVE, New Philadelphia, OH 44663
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Max Feller work?
Max Feller is an investment adviser representative registered through Investment Partners LTD since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Max Feller a financial advisor?
Yes. Max Feller has a current investment-adviser registration in Ohio, through Investment Partners since January 2023.
How many years of experience does Max Feller have?
Max Feller has 5 years in the financial industry, since November 2020, across 2 adviser firms.
What exams has Max Feller passed?
Max Feller has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in July 2020.
Where is Max Feller based?
Max Feller’s registered office is in New Philadelphia, OH.
Is Max Feller registered with FINRA?
Yes. Max Feller has a current broker registration, under CRD 7282538.
Source: FINRA BrokerCheck
How can I verify Max Feller’s record?
Search CRD 7282538 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Max Feller’s full registration record.
