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Benjamin C Davis

Strategic Advisers LLC

Grapevine, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Grapevine, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Southlake TX 11/2015 12/2017
Charles Schwab Bank Southlake TX 11/2015 12/2017
Lyft, Inc. San Francisco CA 10/2017 01/2018
Oakwell Private Wealth Management Austin TX 01/2018 02/2019
Fidelity Brokerage Services Llc Westlake TX 05/2019 Present
Unemployed Austin TX 02/2019 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 12/2017
    Charles Schwab & Co., Inc.
    Southlake, TX
  • 11/2015 → 12/2017
    Charles Schwab Bank
    Southlake, TX
  • 10/2017 → 01/2018
    Lyft, Inc.
    San Francisco, CA
  • 01/2018 → 02/2019
    Oakwell Private Wealth Management
    Austin, TX
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 02/2019 → 05/2019
    Unemployed
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-07-16
  • S63 Uniform Securities Agent State Law Examination
    2012-07-16
Designations
Other Names
  • Benjamin Carlton Davis
  • Benjamin Davis

View on SEC IAPD

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