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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant25 years in industry

RYAN BRADLEY DAVIS

Advisor at BAKERAVENUE

Austin, TX | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:57c8d082-24c6-975e-ff14-2f8cea13e884

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 25, 2003 to Sep 15, 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: BAKERAVENUE
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: Apr 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S66
First exam: Aug 20, 2001
First registration: Nov 25, 2003
Dual registered: no
IAPD individual key: 4391459

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
Bakeravenue	Independent wealth	Aug 3, 2026	n/a	yes	Austin, TX\|SAN FRANCISCO, CA	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Jun 24, 2026	no	AUSTIN, TX\|AUSTIN, TX\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|AUSTIN, TX\|AUSTIN, TX	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Apr 27, 2005	Mar 28, 2007	no	WESTLAKE, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 25, 2003	Jul 13, 2018	no	SUGAR LAND, TX\|HOUSTON, TX\|WESTLAKE, TX\|AUSTIN, TX	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	Bakeravenue	Jun 24, 2026	Aug 3, 2026	40	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 TRUST COMPANY, FSB	Jul 13, 2018	Apr 27, 2005	-4,825	Firm change after gap	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 28, 2007	Jul 13, 2018	4,125	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:109516:TX:2018-07-13	Jul 13, 2018	Apr 27, 2005	AUSTIN, TX	Firm change after gap

Relationships

Registered with (4)

→ BAKERAVENUERegistered adviserregistration: current employment
Aug 3, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Jun 24, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Apr 27, 2005 to Mar 28, 2007factForm ADV

Dated events

Occurred
Jun 24, 2026
Advisor changed firm
Ryan Bradley Davis left Strategic Advisers Llc for Bakeravenue (registered 2026-08-03)
Form ADVobserved 5 days ago