Mitchell D. Keller
STRATEGIC ADVISERS | Financial Consultant
DUNWOODY, GA
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CRD#: 6626588
Professional summary
Mitchell Dale Keller, CFP®, who also goes by Mitchell Dale Keller, Mitch Dale Keller, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Dunwoody, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Dunwoody, Georgia.
Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Mitchell has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I partner with clients in the Atlanta area to avoid common financial mistakes and to help them move toward financial security. Every client has their own preferences and needs, I seek to understand those needs at a deeper level and work with my clients to develop a financial plan they can count on.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Mitchell Dale Keller | Mitch Dale Keller
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 Mitchell Dale Keller'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: 2019
Education
Purdue University
Bachelor of Science (BS) - Economics
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 127 Perimeter Center West, Dunwoody, GA 30346-1223RIA
CRD#: 104555
DUNWOODY, GA
Current
April 25, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 127 Perimeter Center West, Dunwoody, GA 30346-1223BD
CRD#: 7784
DUNWOODY, GA
Past
March 25, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DUNWOODY, GA
Past
July 13, 2018 - March 22, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DUNWOODY, GA
Past
December 13, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HUNTERSVILLE, NC
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(1/3/2020)
RR
California(4/13/2023)
RR
Connecticut(7/17/2020)
RR
Florida(5/4/2016)
RR
Georgia(5/4/2016)
IAR
Georgia(3/31/2025)
RR
Illinois(1/7/2022)
RR
Indiana(2/3/2020)
RR
Kansas(2/14/2024)
RR
Michigan(1/7/2022)
RR
Minnesota(3/1/2024)
RR
New Jersey(7/17/2024)
RR
New York(8/8/2023)
RR
North Carolina(5/6/2016)
RR
Ohio(3/25/2023)
RR
South Carolina(5/4/2016)
RR
South Dakota(8/13/2021)
RR
Tennessee(6/9/2016)
RR
Texas(2/13/2024)
IAR
Texas(3/31/2025)
RR
Virginia(7/9/2024)
RR
Washington(6/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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)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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Dunwoody, GATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
