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Matthew Davis

Strategic Advisers LLC

West Jordan, UT

Salt Lake City, UT

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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
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

West Jordan, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Fidelity Investments Salt Lake City UT 01/2022 Present
N/A West Jordan UT 04/2021 01/2022
Overstock.cOm Salt Lake City UT 10/2020 04/2021
N/A Salt Lake City UT 03/2020 10/2020
Orangetheory Salt Lake City UT 01/2020 03/2020
Wagstaff Crane Service Salt Lake City UT 08/2017 01/2020
Jeff Flamm / Glennwood Estates Holladay UT 04/2017 08/2017
N/A Fort Collins CO 10/2016 04/2017
Dudley Creek Farm Fort Collins CO 05/2015 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2021 → 01/2022
    N/A
    West Jordan, UT
  • 10/2020 → 04/2021
    Overstock.cOm
    Salt Lake City, UT
  • 03/2020 → 10/2020
    N/A
    Salt Lake City, UT
  • 01/2020 → 03/2020
    Orangetheory
    Salt Lake City, UT
  • 08/2017 → 01/2020
    Wagstaff Crane Service
    Salt Lake City, UT
  • 04/2017 → 08/2017
    Jeff Flamm / Glennwood Estates
    Holladay, UT
  • 10/2016 → 04/2017
    N/A
    Fort Collins, CO
  • 05/2015 → 10/2016
    Dudley Creek Farm
    Fort Collins, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    West Jordan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-30
S63 Uniform Securities Agent State Law Examination 2022-08-19
  • S66 Uniform Combined State Law Examination
    2024-10-30
  • S63 Uniform Securities Agent State Law Examination
    2022-08-19
Other Names
  • Matthew Clayton Davis
  • Matthew Davis

View on SEC IAPD

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