Travis M. Keeper
STRATEGIC ADVISERS LLC | Financial Consultant
WOBURN, MA
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CRD#: 6433927
Professional summary
Travis Mendel Keeper, CFP®, who also goes by Travis Keeper, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Woburn, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Burlington, Massachusetts.
Travis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Travis has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I gain an understanding of each clients' unique situation and preferences and then help them implement strategies that will enhance their wealth and wellbeing.
Question & Answer
What are your service offerings?
Debt Management
Life Transitions
Long-term Care
Retirement Income Management
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Education Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Travis Keeper
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Travis Mendel Keeper's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Education
University of Colorado
Bachelor of Business Studies (BBS) - Marketing & Economics
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528RIA
CRD#: 104555
WOBURN, MA
Current
July 22, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44 Burlington Mall Road Ste 100, Burlington, MA 01803BD
CRD#: 7784
BURLINGTON, MA
Past
July 29, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past
January 8, 2018 - July 10, 2019
USAA INVESTMENT SERVICES COMPANY
RIA
CRD#: 5475
SAN ANTONIO, TX
Past
January 20, 2016 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
SAN ANTONIO, TX
Past
June 1, 2015 - July 10, 2019
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
SAN ANTONIO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/25/2023)
RR
Arizona(9/23/2025)
RR
California(7/22/2019)
RR
Colorado(3/25/2023)
RR
Connecticut(7/22/2019)
RR
Florida(7/22/2019)
RR
Georgia(7/22/2019)
RR
Illinois(5/3/2024)
RR
Maine(7/19/2024)
RR
Massachusetts(7/22/2019)
IAR
Massachusetts(3/31/2025)
RR
New Hampshire(7/22/2019)
RR
New Jersey(9/23/2025)
RR
New Mexico(3/25/2023)
RR
New York(7/22/2019)
RR
Oregon(7/19/2024)
RR
Pennsylvania(7/22/2019)
RR
Rhode Island(7/22/2019)
RR
South Carolina(3/1/2024)
RR
Texas(7/22/2019)
IAR
Texas(3/31/2025)
RR
Vermont(7/22/2019)
RR
Virginia(6/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Woburn, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
