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Trevor Davies

Strategic Advisers LLC

Palo Alto, CA

Redwood City, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

Redwood City, CA • 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 Palo Alto CA 10/2023 Present
Ponzini'S Community Garage Morgan Hill CA 01/2022 10/2023
Ram Property Management Hollister CA 09/2020 12/2021
Mountain High Sandwich Co. Incline Village NV 09/2019 08/2020
Asucd Coffeehouse Davis CA 09/2017 08/2019
Monterey Plaza Hotel & Spa Monterey CA 06/2017 09/2017
Monterey Plaza Hotel & Spa Monterey CA 06/2016 09/2016
University Of California, Davis Davis CA 08/2015 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Palo Alto, CA
  • 01/2022 → 10/2023
    Ponzini'S Community Garage
    Morgan Hill, CA
  • 09/2020 → 12/2021
    Ram Property Management
    Hollister, CA
  • 09/2019 → 08/2020
    Mountain High Sandwich Co.
    Incline Village, NV
  • 09/2017 → 08/2019
    Asucd Coffeehouse
    Davis, CA
  • 06/2017 → 09/2017
    Monterey Plaza Hotel & Spa
    Monterey, CA
  • 06/2016 → 09/2016
    Monterey Plaza Hotel & Spa
    Monterey, CA
  • 08/2015 → 06/2019
    University Of California, Davis
    Davis, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-13
  • S66 Uniform Combined State Law Examination
    2024-03-13
Other Names
  • Trevor James Davies

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
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