Steven Douglas Davis
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Douglas Davis is an investment adviser representative with Strategic Advisers LLC in Eagle Mountain, UT, where they have been registered since 2025. They have worked in the securities industry since 2011 and have been registered with 4 firms, including Fidelity Personal and Workplace Advisors and Brokers Financial. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Utah.
Registrations & licenses
- Investment adviser:
- Texas, Utah
- Broker:
52 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- D. Craig Mckenna Advisors, LLCMar 2009 – Dec 2016American Fork, UT
- Madison Avenue Securities, Inc.Aug 2011 – Dec 2016American Fork, UT
- Mckenna Financial Services AND Insurances, Inc.Aug 2011 – Dec 2016American Fork, UT
- TAX Savings Solutions, Inc.Oct 2011 – Dec 2016American Fork, UT
- Brokers International Financial Services, LLC.Jan 2017 – Jun 2020American Fork, UT
- Fidelity InvestmentsMay 2022 – no end date reportedSalt Lake City, UT
- Independent Contractor - US Health AdvisorsMay 2021 – Aug 2021Murray, UT
- Family SearchMar 2019 – Mar 2021Salt Lake City, UT
- UnemployedAug 2021 – Apr 2022Ego Mountain, UT
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Douglas Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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