Natalia Davis
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsApr 2025 to now
- Bank of America N.A.Jan 2021 to Apr 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2021 to Apr 2025
- Equitable Advisors, LLCAug 2018 to Dec 2020
- AXA Advisors, LLCAug 2018 to Jun 2020
- UnemployedJul 2018 to Aug 2018
- Zuma RestaurantJan 2018 to Jul 2018
- UnemployedJun 2017 to Jan 2018
- Bankers LifeJan 2017 to Jun 2017
- UnemployedNov 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6992134
- Firm CRD
- 104555