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William Bryan Davis

Strategic Advisers LLC

Chester, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chester, VA • 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
Rybec Insurance-Allstate Agency Henrico VA 01/2015 07/2017
Allstate Insurance Co Henrico VA 07/2017 06/2018
Mutual Of Omaha Investor Services Glen Allen VA 10/2018 09/2020
Mutual Of Omaha Insurance Company Glen Allen VA 09/2018 09/2020
Fidelity Investments Richmond VA 04/2021 Present
Get Medicare Extra Help Richmond VA 09/2020 03/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 07/2017
    Rybec Insurance-Allstate Agency
    Henrico, VA
  • 07/2017 → 06/2018
    Allstate Insurance Co
    Henrico, VA
  • 10/2018 → 09/2020
    Mutual Of Omaha Investor Services
    Glen Allen, VA
  • 09/2018 → 09/2020
    Mutual Of Omaha Insurance Company
    Glen Allen, VA
  • 04/2021 → Present
    Fidelity Investments
    Richmond, VA
  • 09/2020 → 03/2021
    Get Medicare Extra Help
    Richmond, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-31
S63 Uniform Securities Agent State Law Examination 2017-08-12
  • S65 Uniform Investment Adviser Law Examination
    2018-07-31
  • S63 Uniform Securities Agent State Law Examination
    2017-08-12
Other Names
  • W. Bryan Davis
  • William B Davis
  • Bryan Davis

View on SEC IAPD

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