Steven Keddington Davis

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 06/2020
  Fidelity Investments
  American Fork, UT
• 07/2018 → 06/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2020 → 03/2021
  Hallows And Company
  Ephraim, UT
• 07/2020 → 03/2021
  Royal Alliance
  South Jordan, UT
• 03/2021 → 11/2023
  Disys
  St.LOuis, MO
• 03/2021 → 11/2023
  Wells Fargo Clearing Services, Llc
  St.LOuis, MO
• 11/2024 → Present
  Disys
  Salt Lake City, UT
• 11/2024 → Present
  Wells Fargo Clearing Services
  Salt Lake City, UT
• 11/2023 → 05/2024
  Unemployed
  Salt Lake City, UT
• 05/2024 → 10/2024
  Vivint
  Lindon, UT
• 11/2020 → 03/2021
  Unemployed
  Salt Lake City, UT
• 10/2024 → 10/2024
  Apiary Fund
  Lindon, UT
• 06/2025 → Present
  Wells Fargo Solutions
  Salt Lake City, UT

Previous Registrations

• 2024-12-05 → 2025-05-22
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Salt Lake City, UT
• 2021-06-18 → 2023-11-28
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Salt Lake City, UT
  Saratoga Springs, UT
• 2020-07-06 → 2020-12-02
  Osaic Wealth, Inc.
  South Jordan, UT
  Saratoga Springs, UT
  Ephriam, UT
• 2018-07-13 → 2020-06-22
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2012-09-10 → 2018-07-13
  Strategic Advisers Llc
  American Fork, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2012-09-01
• S63 Uniform Securities Agent State Law Examination
  2006-10-02

Other Names

• Steven K Davis
• Steven Keddington Davis
• Steven Davis