Trevor Davies

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

• 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

• S66 Uniform Combined State Law Examination
  2024-03-13

Other Names

• Trevor James Davies