Amanda M. Davila
STRATEGIC ADVISERS LLC | Financial Consultant
CHICAGO, IL
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CRD#: 7164373
Professional summary
Amanda M Davila, who also goes by Amanda Melissa Davila, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chicago, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Oak Brook, Illinois.
Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Amanda has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
I have been in the financial industry for 10 years. I am passionate about assisting clients plan for their future while creating lifetime relationships built on trust, integrity and personalized service.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amanda Melissa Davila
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 Amanda M Davila'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
Northeastern Illinois University
Bachelor of Arts (BA) - Justice Studies
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1415 W 22nd St Oak Brook Reg Twr Stes 100 & 90, Oak Brook, IL 60523-8416RIA
CRD#: 104555
CHICAGO, IL
Current
October 17, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Oak Brook Reg Twr 1415 W 22nd St Stes 100 & 900, Oak Brook, IL 60523BD
CRD#: 7784
Oak Brook, IL
Past
January 28, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAK BROOK, IL
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(7/31/2020)
RR
California(10/9/2020)
RR
Colorado(7/31/2020)
RR
Florida(7/31/2020)
RR
Georgia(6/4/2021)
RR
Hawaii(8/9/2021)
RR
Illinois(11/13/2019)
IAR
Illinois(3/31/2025)
RR
Indiana(7/31/2020)
RR
Iowa(7/31/2020)
RR
Kentucky(2/12/2025)
RR
Massachusetts(3/4/2022)
RR
Michigan(7/31/2020)
RR
Minnesota(3/2/2024)
RR
New Jersey(10/21/2025)
RR
New Mexico(9/28/2021)
RR
New York(9/28/2021)
RR
North Carolina(8/9/2021)
RR
Ohio(10/18/2022)
RR
Pennsylvania(10/8/2021)
RR
South Carolina(3/4/2022)
RR
South Dakota(3/2/2024)
RR
Tennessee(5/6/2022)
RR
Texas(3/8/2022)
IAR
Texas(3/31/2025)
RR
Utah(2/8/2023)
RR
Washington(10/17/2022)
RR
Wisconsin(7/31/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/17/2019
General Securities Representative ExaminationGeneral 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
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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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Chicago, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
