Nathan J Davis

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Southlake, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services, Inc.	Dallas	TX	09/1999	Present
Strategic Advisors Inc	Westlake	TX	06/2005	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/1999 → Present

Fidelity Brokerage Services, Inc.

Dallas, TX
06/2005 → Present

Strategic Advisors Inc

Westlake, TX
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Chandler, AZ

Southlake, TX
2005-06-27 → 2018-07-13

Strategic Advisers Llc

Westlake, TX

Other Businesses

OBA-5238|OrgNmn:First Baptist Church of Keller|Org Addr:Keller,Texas,US|OBA Nature:Finance committee of my church|Invst Rel:Y|Title:Finance committee member|Duties:sit on my church's finance committee.|StrtDt:03-05-14|TotHrs/mon:4|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-06-09
S63	Uniform Securities Agent State Law Examination	2000-08-31

S66 Uniform Combined State Law Examination

2005-06-09
S63 Uniform Securities Agent State Law Examination

2000-08-31

Other Names

Nathan James Davis

View on SEC IAPD

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