RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Ryan Bradley Davis
- Title
- Wealth Advisor, Managing Directorreportedbakerave.comfirm site, Sep 17, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Bakeravenue independent RIA currentsince Aug 3, 2026 · Austin, Tx
- Strategic Advisers LLC national BDMar 31, 2025 to Jun 24, 2026 · Austin, Tx
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- Fidelity Personal Trust Company, Fsb unclassifiedApr 27, 2005 to Mar 28, 2007 · Westlake, Tx
- Strategic Advisers LLC national BDNov 25, 2003 to Jul 13, 2018 · Sugar Land, Tx
- Strategic Advisers LLC to Bakeravenueleft Jun 24, 2026, registered Aug 3, 2026 (40 days) · Affiliated broker-dealer or bank to independent RIA
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Fidelity Personal Trust Company, Fsbleft Jul 13, 2018, registered Apr 27, 2005 (-4825 days) · Other · moved with a team
- Fidelity Personal Trust Company, Fsb to Fidelity Personal And Workplace Advisorsleft Mar 28, 2007, registered Jul 13, 2018 (4125 days) · Other
- Ryan Bradley Davis left Strategic Advisers Llc for Bakeravenue (registered 2026-08-03)Jun 24, 2026 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address