Brent C. Davidoff
STRATEGIC ADVISERS LLC | Financial Consultant
PHOENIX, AZ
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CRD#: 5185870
Professional summary
Brent C. Davidoff, CFP®, who also goes by Brent C Davidoff, Brent Colby Davidoff, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Chandler, Arizona.
Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Brent has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Certified Financial Planner, I help my clients work toward financial security and prosperity through effective guidance and strategic investment planning.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Brent C Davidoff | Brent Colby Davidoff
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Brent C. Davidoff'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: 2017
Education
University of Arizona
Bachelor of Arts (BA) - Psychology
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226RIA
CRD#: 104555
PHOENIX, AZ
Current
July 26, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226BD
CRD#: 7784
Chandler, AZ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHANDLER, AZ
Past
August 25, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTLAKE, TX
Past
June 24, 2014 - July 7, 2016
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
WESTLAKE, TX
Past
July 31, 2013 - June 3, 2014
HRC FUND ASSOCIATES, LLC
BD
CRD#: 142846
NEW YORK, NY
Past
September 2, 2011 - July 25, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
FLUSHING, NY
Past
August 3, 2009 - July 11, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
GREAT NECK, NY
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
Arizona(7/26/2016)
IAR
Arizona(3/31/2025)
RR
Arkansas(2/19/2025)
RR
California(7/26/2016)
RR
Colorado(7/26/2016)
RR
Florida(7/26/2016)
RR
Idaho(7/26/2016)
RR
Illinois(7/26/2016)
RR
Iowa(6/7/2023)
RR
Maine(7/26/2016)
RR
Maryland(7/27/2023)
RR
Massachusetts(7/26/2016)
RR
Minnesota(7/26/2016)
RR
Missouri(4/17/2023)
RR
Nebraska(4/18/2023)
RR
New Jersey(7/26/2016)
RR
New Mexico(1/26/2023)
RR
Oregon(7/26/2016)
RR
Rhode Island(11/20/2024)
RR
Texas(7/26/2016)
IAR
Texas(3/31/2025)
RR
Utah(7/26/2016)
RR
Virginia(3/25/2023)
RR
Washington(7/26/2016)
RR
Wisconsin(1/30/2025)
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
Financial ConsultantCRD#: 104555Phoenix, AZTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
