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Matthew S. Davis

Strategic Advisers LLC

Westlake, TX

Haslet, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Haslet, 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
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 07/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → Present
    Fidelity Investments
    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
    Haslet, TX
    Westlake, TX
  • 2017-08-03 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
  • 2015-03-04 → 2016-11-25
    Strategic Advisers Llc
    Westlake, TX
Other Businesses

OBA-113896|OrgNmn:Self Employed|Org Addr:Haslet,Texas,US|OBA Nature:Hanging Christmas Lights|Invst Rel:N|Title:Independent Contractor|Duties:Hanging Christmas lights on houses|StrtDt:10-21-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-02
S63 Uniform Securities Agent State Law Examination 2013-12-13
  • S66 Uniform Combined State Law Examination
    2015-03-02
  • S63 Uniform Securities Agent State Law Examination
    2013-12-13
Other Names
  • Matthew S Davis
  • Matt Davis
  • Matt S Davis
  • Matt Steven Davis
  • Matthew Steven Davis

View on SEC IAPD

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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