Chad Davis

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2007 → 02/2018
  Scottrade, Inc.
  Winston-Salem, NC
• 02/2018 → 12/2020
  Td Ameritrade, Inc.
  Charlottesville, VA
• 02/2018 → 12/2020
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 01/2021 → 10/2021
  Lpl Financial Llc
  Charlottesville, VA
• 01/2021 → 10/2021
  Citizens & Farmers Bank
  Charlottesville, VA
• 11/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palmyra, VA
  Merrimack, NH
• 2021-01-05 → 2021-11-03
  Lpl Financial Llc
  Charlottesville, VA
  San Diego, CA
  Charlottesville, VA
• 2018-04-13 → 2021-01-11
  Td Ameritrade, Inc.
  Charlottesville, VA
  Glen Allen, VA
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Charlottesville, VA
• 2016-06-09 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2007-04-02 → 2007-08-16
  Morgan Stanley & Co. Llc
  Winston-Salem, NC
• 2007-01-19 → 2007-04-02
  Morgan Stanley Dw Inc.
  Winston-Salem, NC

Exams

• S66 Uniform Combined State Law Examination
  2016-06-09

Other Names

• Chad Michael Davis
• Chad M Davis
• Chad Davis