KELLY A DAVIS is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-08-01 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2020-07-09 | 2024-06-24 | — |