Robert Gavin Davila

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

• 09/2021 → 01/2024
  Heb
  San Antonio, TX
• 04/2024 → 07/2024
  Unemployed
  San Antonio, TX
• 06/2018 → 08/2018
  Saisd Human Resources
  San Antonio, TX
• 08/2018 → 12/2019
  University Of Texas At San Antonio
  San Antonio, TX
• 03/2020 → 02/2021
  San Antonio Shoemakers
  San Antonio, TX
• 08/2024 → Present
  Fidelity Investments
  San Antonio, TX
• 04/2021 → 05/2021
  Tj Maxx
  San Antonio, TX
• 02/2021 → 04/2021
  Amazon
  San Antonio, TX
• 08/2016 → 05/2018
  Texas A&M University At Corpus Christi
  Corpus Christi, TX
• 06/2021 → 08/2021
  Unemployed
  San Antonio, TX
• 10/2023 → 04/2024
  Usaa
  San Antonio, TX
• 01/2020 → 03/2020
  Unemployed
  San Antonio, TX
• 06/2020 → 12/2020
  University Of Texas At San Antonio
  San Antonio, TX
• 06/2021 → 08/2023
  University Of Texas At San Antonio
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-01-13

Other Names

• Robert G Davila