Brad J. Davis
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
CEDAR PARK, TX
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CRD#: 2783699
Professional summary
Brad Jeffrey Davis, CFP®, who also goes by Brad Jeffrey Davis, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cedar Park, Texas and FIDELITY BROKERAGE SERVICES LLC located in Austin, Texas.
Brad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Brad has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I develop long term relationships with my clients and their families so that I can understand their situations and what is important to them. From there, I work hard to help them create long term wealth plans that align with their goals.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Brad Jeffrey Davis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brad Jeffrey Davis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Education
University of Dallas
Master of Business Administration (MBA) - Corporate Finance
2006
Stephen F. Austin State University
Bachelor of Business Administration - Finance
1996
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11501 Alterra Pkwy Ste 115 & 500, Austin, TX 78758RIA
CRD#: 104555
CEDAR PARK, TX
Current
June 28, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758BD
CRD#: 7784
Austin, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
AUSTIN, TX
Past
July 1, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
AUSTIN, TX
Past
April 27, 2010 - June 17, 2010
TD AMERITRADE, INC.
BD
CRD#: 7870
AUSTIN, TX
Past
April 26, 2010 - June 17, 2010
TD AMERITRADE, INC.
RIA
CRD#: 7870
AUSTIN, TX
Past
April 26, 2010 - June 17, 2010
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
AUSTIN, TX
Past
January 1, 2009 - April 16, 2010
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
AUSTIN, TX
Past
April 6, 2006 - April 14, 2010
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
AUSTIN, TX
Past
January 14, 1997 - February 6, 2006
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
September 10, 1996 - September 19, 1996
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/30/2020)
RR
Arizona(3/4/2022)
RR
Arkansas(3/4/2022)
RR
California(2/26/2014)
RR
Colorado(3/4/2022)
RR
Connecticut(10/9/2020)
RR
District of Columbia(3/12/2021)
RR
Florida(3/4/2022)
RR
Georgia(3/4/2022)
RR
Hawaii(4/14/2023)
RR
Idaho(2/12/2021)
RR
Illinois(5/9/2013)
RR
Iowa(4/14/2023)
RR
Kansas(4/14/2023)
RR
Kentucky(4/14/2023)
RR
Louisiana(3/4/2022)
RR
Maine(4/14/2023)
RR
Maryland(8/11/2017)
RR
Massachusetts(3/4/2022)
RR
Michigan(4/14/2023)
RR
Minnesota(8/11/2017)
RR
Mississippi(4/14/2023)
RR
Montana(4/14/2023)
RR
Nebraska(4/14/2023)
RR
Nevada(4/14/2023)
RR
New Hampshire(4/14/2023)
RR
New Jersey(4/14/2023)
RR
New York(1/6/2017)
RR
North Carolina(1/9/2015)
RR
North Dakota(4/14/2023)
RR
Ohio(1/6/2020)
RR
Oregon(4/23/2020)
RR
Pennsylvania(3/4/2022)
RR
Puerto Rico(4/14/2023)
RR
South Carolina(3/1/2024)
RR
South Dakota(4/14/2023)
RR
Tennessee(3/4/2022)
RR
Texas(6/28/2010)
IAR
Texas(3/31/2025)
RR
Utah(3/4/2022)
RR
Virgin Islands(4/14/2023)
RR
Virginia(1/5/2016)
RR
Washington(5/29/2012)
RR
West Virginia(4/14/2023)
RR
Wyoming(4/14/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Cedar Park, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
