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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

SCOTT REID BUCHANAN

Advisor at D.A. DAVIDSON & CO.

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:174545f7-02c0-bbf6-bd79-27a3e1ff63c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 24, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: D.A. DAVIDSON & CO.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Aug 31, 2005
First registration: Oct 24, 2007
Dual registered: yes, broker-dealer
Other names: SCOTT R BUCHANAN
IAPD individual key: 4953328

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
D.A. DAVIDSON & CO.	Independent wealth	Jan 5, 2026	n/a	yes	SALT LAKE CITY, UT	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Jan 14, 2026	no	SALT LAKE CITY, UT\|SANDY, UT\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|SALT LAKE CITY, UT\|SANDY, UT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 12, 2010	Jul 13, 2018	no	AMERICAN FORK, UT\|SALT LAKE CITY, UT\|AMERICAN FORK, UT\|SALT LAKE CITY, UT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Oct 24, 2007	Nov 3, 2009	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	D.A. DAVIDSON & CO.	Jan 14, 2026	Jan 5, 2026	-9	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (3)

→ D.A. DAVIDSON & CO.Registered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Jan 14, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV

Dated events

Occurred
Jan 14, 2026
Advisor changed firm
Scott Reid Buchanan left Strategic Advisers Llc for D.A. Davidson & Co. (registered 2026-01-05)
Form ADVobserved 5 days ago