Steven Douglas Davis
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- UnemployedAug 2021 to Apr 2022
- Independent Contractor - US Health AdvisorsMay 2021 to Aug 2021
- Family SearchMar 2019 to Mar 2021
- Brokers International Financial Services, LLC.Jan 2017 to Jun 2020
- Tax Savings Solutions, Inc.Oct 2011 to Dec 2016
- Madison Avenue Securities, Inc.Aug 2011 to Dec 2016
- Mckenna Financial Services and Insurances, Inc.Aug 2011 to Dec 2016
- D. Craig Mckenna Advisors, LLCMar 2009 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5076670
- Firm CRD
- 104555