Scott O 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

• 12/2004 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-11-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

OBA-127991|OrgNmn:Paragon Realty|Org Addr:Union,Kentucky,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Independent Contractor|Duties:Sell Real Estate |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-11-19
• S63 Uniform Securities Agent State Law Examination
  2011-03-11

Other Names

• Scott O Davis
• Scott Oren Davis