Michael Joseph Keller

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

• 11/2020 → Present
  Fidelity Investments
  Salt Lake City, UT
• 07/2019 → 10/2020
  Parker Hannifin
  Cleveland, OH
• 08/2014 → 05/2019
  Purdue University Student
  West Lafayette, IN
• 05/2018 → 08/2019
  Frito Lay
  Denver, CO
• 01/2017 → 05/2017
  Subaru Of Indiana
  Lafayette, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2021-07-07
• S63 Uniform Securities Agent State Law Examination
  2021-03-10