Aaron 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

• 12/2020 → 08/2022
  Dan Caplis Law Firm
  Greenwood Village, CO
• 10/2020 → 12/2020
  Manpower
  Englewood, CO
• 08/2016 → 04/2020
  Suite Deal Management
  Boulder, CO
• 06/2018 → 12/2018
  Boulder Marriott Hotel
  Boulder, CO
• 06/2017 → 08/2017
  Urj Camp Coleman
  Cleveland, GA
• 10/2015 → 04/2018
  Arapahoe Basin Ski Area
  Dillon, CO
• 10/2013 → 04/2017
  Congregation Har Hashem
  Boulder, CO
• 05/2020 → 10/2020
  Unemployed
  Superior/Longmont, CO
• 08/2022 → Present
  Fidelity Investments
  Greenwood Village, CO
• 08/2019 → 11/2019
  University Of Colorado, Boulder/Ciee Open Campus Study Abroad
  Buenos Aires
• 11/2019 → 12/2019
  University Of Colorado, Boulder/Ciee Open Campus Study Abroad
  Vitacura, Region Metropolitana De Santiago
• 08/2016 → 05/2020
  University Of Colorado, Boulder
  Boulder, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-01-26

Other Names

• Aaron Adam Keller
• Aarron Keller