Leechgary Asset Management
45yrs
Top advisor by experience in Dunwoody
10yrs
Mitchell Keller
Financial advisor at Strategic Advisers
Based in Dunwoody, Georgia, Mitchell Keller is a fiduciary financial advisor with 10 years of industry experience. Mitchell joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Mitchell holds the CFP® designation.
One of 51 advisors with offices in Dunwoody, and one of 48 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 61% of advisors at Strategic Advisers
OfficeDunwoody, GA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Dec 2017 – Jul 2018Strategic Advisers LLCPreviously
Contact Mitchell
Dunwoody, GAOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call Strategic Advisers at (617) 563-7000 and ask for Mitchell Keller. Mitchell works from the Dunwoody, GA office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2016, about 10 years. More experience than 61% of advisors at Strategic Advisers.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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