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Barry Lee Davis

Strategic Advisers LLC

Durham, NC

Mebane, NC

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Mebane, NC • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cary NC 08/2008 09/2022
Bank Of America, N.A. Cary NC 08/2008 09/2022
Fidelity Investments Durham NC 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2022-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2018-06-08 → 2022-09-28
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chapel Hill, NC
    Raleigh, NC
    Raleigh, NC
    Cary, NC
    Cary, NC
    Cary, NC
    Chapel Hill, NC
    Chapel Hill, NC
    Durham, NC
    Cary, NC
    Cary, NC
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-07
S63 Uniform Securities Agent State Law Examination 2018-05-16
  • S65 Uniform Investment Adviser Law Examination
    2018-06-07
  • S63 Uniform Securities Agent State Law Examination
    2018-05-16
Other Names
  • Barry Davis
  • Barry Lee Davis

View on SEC IAPD

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