Tyler J Keel

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → Present
  Fidelity Brokerage Services, Llc
  Jacksonville, FL
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Ocala, FL
  The Villages, FL
• 2015-08-31 → 2018-07-13
  Strategic Advisers Llc
  The Villages, FL

Other Businesses

OBA-105384|OrgNmn:Tox Box LLC|Org Addr:Ocala,Florida,US|OBA Nature:Medical equipment / device |Invst Rel:N|Title:Partner|Duties:minimal administrative work |StrtDt:01-05-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-96531|OrgNmn:Purely Aesthetics LLC|Org Addr:Ocala,Florida,US|OBA Nature:Medical device tray |Invst Rel:N|Title:Partner|Duties:Clerical duties |StrtDt:03-03-23|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2014-10-10
• S63 Uniform Securities Agent State Law Examination
  2013-10-21

Designations

• Certified Financial Planner

Other Names

• Tyler Jay Keel