DANIEL DAVIS is an investment adviser representative (IAR) with state registration records since 2016, 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 | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-08-10 | 2018-07-13 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2016-07-15 | 2017-07-13 | — |