Daniel H. Keller
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- Bank of America, N.A.Jan 2018 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Jul 2021
- TD BankJun 2017 to Jan 2018
- Wabowl LLCSep 2016 to Jan 2017
- The College of New JerseyJan 2016 to Dec 2017
- Hampton Inn & Suites By HiltonJul 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6904519
- Firm CRD
- 104555