Keaton George
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 LLCAug 2025 to now
- Fidelity InvestmentsJul 2025 to now
- Strategic Partners Financial GroupJun 2023 to Jun 2025
- Mitchell Capital ManagementJun 2022 to Jul 2022
- A & G EnterprisesMay 2021 to Aug 2021
- Doordash, Inc.Jan 2020 to May 2023
- Kansas State UniversityAug 2019 to May 2023
- UnemployedJun 2019 to Jul 2019
- DillonsJan 2018 to Apr 2018
- Baldwin City Recreation CommissionJan 2017 to May 2017
- Baldwin City High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7728798
- Firm CRD
- 104555