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Travis Mendel Keeper

Strategic Advisers LLC

Burlington, MA

Woburn, MA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Woburn, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc San Antonio TX 04/2015 06/2019
Usaa Investment Management Company San Antonio TX 01/2018 06/2019
Fidelity Brokerage Services Llc Greenwood Village CO 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 06/2019
    Usaa Financial Advisors, Inc
    San Antonio, TX
  • 01/2018 → 06/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2018-01-08 → 2019-07-10
    Usaa Investment Services Company
    San Antonio, TX
  • 2016-01-20 → 2018-01-08
    Usaa Financial Planning Services
    San Antonio, TX
Other Businesses

OBA-124317|OrgNmn:Green Gables Condominium Association|Org Addr:Woburn,Massachuse,US|OBA Nature:HOA Board |Invst Rel:N|Title:Board member|Duties:Act as board member of condo association. Direct fund to maintaine, improve and repare the property |StrtDt:11-03-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-19
S63 Uniform Securities Agent State Law Examination 2015-06-16
  • S65 Uniform Investment Adviser Law Examination
    2016-01-19
  • S63 Uniform Securities Agent State Law Examination
    2015-06-16
Other Names
  • Travis Mendel Keeper
  • Travis Keeper

View on SEC IAPD

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Other Investors

Ryan Richard Kolden
WILLIAM T EATON
MITCHELL ALAN GOLDFELD
JUAN DONABEDIAN
SHARON M CONSOLI
John Edwardh
Meaghan Anne Murphy Keeven
STEPHEN BARRY FREEDMAN

Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
RISK PARADIGM GROUP, LLC · Burlington, MA

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