Garrett Daves

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

• 09/2015 → 10/2018
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 12/2018 → 02/2019
  Talent Inc
  New York City, NY
• 02/2019 → 06/2020
  Peoples Bank
  Everson, WA
• 07/2020 → 02/2024
  Cash App Investing
  Portland, OR
• 07/2020 → 02/2024
  Square
  San Francisco, CA
• 11/2018 → 11/2018
  Unemployed
  Bellingham, WA
• 04/2024 → Present
  Fidelity Investments
  West Linn, OR
• 03/2024 → 03/2024
  Unemployed
  West Linn, OR
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  West Linn, OR

Exams

• S66 Uniform Combined State Law Examination
  2025-02-04
• S63 Uniform Securities Agent State Law Examination
  2015-10-26

Other Names

• Garrett William Daves
• Garrett Daves