Robert Gavin Davila
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- UnemployedApr 2024 to Jul 2024
- USAAOct 2023 to Apr 2024
- HebSep 2021 to Jan 2024
- University of Texas At San AntonioJun 2021 to Aug 2023
- UnemployedJun 2021 to Aug 2021
- Tj MaxxApr 2021 to May 2021
- AmazonFeb 2021 to Apr 2021
- University of Texas At San AntonioJun 2020 to Dec 2020
- San Antonio ShoemakersMar 2020 to Feb 2021
- UnemployedJan 2020 to Mar 2020
- University of Texas At San AntonioAug 2018 to Dec 2019
- Saisd Human ResourcesJun 2018 to Aug 2018
- Texas A&m University At Corpus ChristiAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7974937
- Firm CRD
- 104555