Best Investors Account Sign in

Mitchell Keller

Strategic Advisers LLC

Dunwoody, GA

Dunwoody, GA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Dunwoody, GA • 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
Fidelity Brokerage Services, Llc Covington KY 03/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 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
    Alpharetta, GA
    Dunwoody, GA
    Dunwoody, GA
    Dunwoody, GA
  • 2017-12-13 → 2018-07-13
    Strategic Advisers Llc
    Huntersville, NC
    Huntersville, NC
Other Businesses

OBA-67988|OrgNmn:Kellerwood Farms|Org Addr:Dunwoody,Georgia,US|OBA Nature:Honey farm|Invst Rel:N|Title:Owner|Duties:Messing with bees and doing bee things afterwork a few days a week|StrtDt:04-21-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-16
S63 Uniform Securities Agent State Law Examination 2016-04-30
  • S65 Uniform Investment Adviser Law Examination
    2017-11-16
  • S63 Uniform Securities Agent State Law Examination
    2016-04-30
Designations
Other Names
  • Mitch Dale Keller
  • Mitchell Dale Keller

View on SEC IAPD

Other Firms

NEWEDGE ADVISORS
HWM WEALTH MANAGEMENT LLC
GALLAGHER FIDUCIARY ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
TIMBERLAND INVESTMENT RESOURCES, LLC
COMPASS WEALTH MANAGEMENT, LLC
LIDO

Other Investors

ISAAC RAY WHITMORE
JOSHUA MENTLE
JASON MICHAEL JANSEN
RICARDO GUTIERREZ
GEORGE R SUCHIT
BRENT WALKER
TYLER LEGAULT
JAKE DANIEL CUSSON

Other Offices

NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA
GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA
TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA
COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA
LIDO · Atlanta, GA

More in Dunwoody, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor