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Scott Davis

Strategic Advisers LLC

Friendswood, 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

Friendswood, 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
Morgan Stanley Houston TX 12/2012 08/2019
Morgan Stanley Private Bank, National Association New York NY 01/2015 08/2019
Lpl Financial Llc Houston TX 08/2019 04/2022
Fidelity Investments Friendswood TX 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2012 → 08/2019
    Morgan Stanley
    Houston, TX
  • 01/2015 → 08/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 08/2019 → 04/2022
    Lpl Financial Llc
    Houston, TX
  • 04/2022 → Present
    Fidelity Investments
    Friendswood, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Friendswood, TX
  • 2019-08-09 → 2022-05-09
    Lpl Financial Llc
    Houston, TX
  • 2013-03-01 → 2019-08-12
    Morgan Stanley
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-28
  • S66 Uniform Combined State Law Examination
    2013-02-28
Other Names
  • Scott Davis
  • Scott T Davis

View on SEC IAPD

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