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Grant Davis

Strategic Advisers LLC

Westlake, TX

Fort Worth, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Fort Worth, 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
Fitness One Fayetteville AR 09/2018 11/2018
Fidelity Brokerage Service Llc Westlake TX 06/2018 08/2018
Fidelity Brokerage Service Llc Westlake TX 06/2019 Present
The After School Program Springdale AR 01/2017 05/2018
University Of Arkansas Flower Mound TX 08/2016 01/2017
University Of Arkansas Fayetteville AR 11/2018 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 11/2018
    Fitness One
    Fayetteville, AR
  • 06/2018 → 08/2018
    Fidelity Brokerage Service Llc
    Westlake, TX
  • 06/2019 → Present
    Fidelity Brokerage Service Llc
    Westlake, TX
  • 01/2017 → 05/2018
    The After School Program
    Springdale, AR
  • 08/2016 → 01/2017
    University Of Arkansas
    Flower Mound, TX
  • 11/2018 → 06/2019
    University Of Arkansas
    Fayetteville, AR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-22
  • S66 Uniform Combined State Law Examination
    2019-11-22
Other Names
  • Grant Adams Davis
  • Grant Davis

View on SEC IAPD

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EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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