Troy 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

• 04/2016 → 12/2016
  American Eagle Outfitters
  Lansing, MI
• 07/2017 → 08/2020
  Jackson National Life Insurance Company
  East Lansing, MI
• 05/2019 → 08/2019
  The Boeing Company
  Seattle, WA
• 08/2020 → Present
  Fidelity Investments
  Denver, CO
• 08/2016 → 05/2020
  Michigan State University
  East Lansing, MI
• 06/2017 → 07/2017
  American Eagle Outfitters
  Lansing, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-09-29
• S63 Uniform Securities Agent State Law Examination
  2021-02-26

Other Names

• Troy William Davis