Natalia 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

• 01/2021 → 04/2025
  Bank Of America N.A.
  North Miami, FL
• 01/2021 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Miami, FL
• 07/2018 → 08/2018
  Unemployed
  Fort Lauderdale, FL
• 01/2018 → 07/2018
  Zuma Restaurant
  Miami, FL
• 11/2014 → 01/2017
  Unemployed
  Maimi, FL
• 08/2018 → 12/2020
  Equitable Advisors, Llc
  New York, NY
• 08/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2017 → 06/2017
  Bankers Life
  Plantation, FL
• 06/2017 → 01/2018
  Unemployed
  Fort Lauderdale, FL
• 04/2025 → Present
  Fidelity Investments
  Orlando, FL

Previous Registrations

• 2021-02-25 → 2025-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Miami, FL
  Fort Lauderdale, FL
  North Miami, FL
  Sunny Isles, FL
  Lady Lake, FL
• 2019-10-07 → 2020-09-17
  Equitable Advisors, Llc
  Miami, FL
  Fort Lauderdale, FL
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-09-30

Other Names

• Natalia Anisimova