Rebecca J. Sanchez
STRATEGIC ADVISERS | Investment Consultant
PHOENIX, AZ
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CRD#: 6687603
Professional summary
Rebecca Jean Davis Sanchez, who also goes by Rebecca J Davis, Rebecca Jean Davis, Rebecca Davis, Rebecca Jean Sanchez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Scottsdale, Arizona.
Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Rebecca has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As an Investment Consultant, I collaborate with clients by intentionally understanding their situation to partner with them in establishing a more financially-efficient tomorrow. I do this by earning the right to be your family's and your best advocate by diving into where you are today and uncovering any gaps hindering you from getting where you want to be.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rebecca J Davis | Rebecca Jean Davis | Rebecca Davis | Rebecca Jean Sanchez
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 Rebecca Jean Davis Sanchez'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®
NoneEducation
Seattle University
Bachelor of Arts (BA) - Finance and Spanish
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7171 E Paradise Lane, Scottsdale, AZ 85254-2155RIA
CRD#: 104555
PHOENIX, AZ
Current
April 9, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7171 E Paradise Lane, Scottsdale, AZ 85254BD
CRD#: 7784
SCOTTSDALE, AZ
Past
April 13, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCOTTSDALE, AZ
Past
October 12, 2018 - April 12, 2021
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Encino, CA
Past
September 14, 2018 - April 12, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Encino, CA
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(11/21/2025)
RR
Arizona(4/14/2021)
IAR
Arizona(3/31/2025)
RR
California(4/9/2021)
RR
Colorado(11/9/2021)
RR
Florida(9/29/2025)
RR
Georgia(12/9/2025)
RR
Illinois(3/14/2024)
RR
Louisiana(4/2/2025)
RR
Massachusetts(2/29/2024)
RR
Michigan(2/14/2025)
RR
Minnesota(1/4/2024)
RR
Nevada(4/14/2021)
RR
New Mexico(1/6/2024)
RR
New York(9/29/2025)
RR
Oregon(4/14/2021)
RR
Texas(4/14/2021)
IAR
Texas(3/31/2025)
RR
Utah(4/14/2021)
RR
Washington(4/14/2021)
Exams
State Security Law 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)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
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Check for any disclosures as part of your thorough research when choosing an advisor.
