Raymond James Financial Services Advisors
45yrs
Top advisor by experience in Draper
8yrs
Annah Davis has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Draper, Utah. Annah has been with Strategic Advisers since 2025; before that, Annah spent three years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 177 advisors with offices in Draper, and one of 170 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 54% of advisors at Strategic Advisers
OfficeDraper, UT
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Annah
(617) 563-7000Firm headquarters in Boston, MA. Ask for Annah. Draper, UTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Annah
Tailored to Annah’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Annah
How do I contact Annah?
Call Strategic Advisers at (617) 563-7000 and ask for Annah Davis. Annah works from the Draper, UT office.
How long has Annah been a financial advisor?
Annah has been in the industry since 2018, about 8 years. More experience than 54% of advisors at Strategic Advisers.
What licenses does Annah hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Annah a fiduciary?
Annah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Annah paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Annah for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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