Bruce C. Davis

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-09-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-128781|OrgNmn:Davis Life Coaching and Consulting|Org Addr:Jacksonvil,Florida,US|OBA Nature:Will provide Life Coaching for|Invst Rel:N|Title:Independent Contractor|Duties:Leading coaching sessions and group activities to build connections and develop young professionals|StrtDt:06-01-26|TotHrs/mon:10|TrdHrs/mon:2|

Exams

• S66 Uniform Combined State Law Examination
  2019-11-12
• S63 Uniform Securities Agent State Law Examination
  2015-02-04

Other Names

• Bruce Christopher John Wilkerson
• Bruce Christopher Davis