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Scott Lewis Keller

Marietta Wealth Management, LLC

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About Scott Lewis Keller

Scott Keller is a financial advisor with Marietta Wealth Management, LLC. Scott has been in the financial industry since 1997. Scott has a strong background in financial planning and portfolio management, with experience serving a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Scott is a Chartered Financial Analyst.

Firm Information

Scott Keller is currently registered with Marietta Wealth Management, LLC. Marietta Wealth Management, LLC is an investment advisory firm based in Marietta, GA. They provide financial planning, portfolio management for individuals, selection of other advisers, and pension consulting. Their firm manages over $1.14 billion in assets and has 1,298 accounts. They primarily serve high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, insurance companies, and charitable organizations.
Marietta Wealth Management, LLC

472 N. SESSIONS STREET

MARIETTA, GA 30060

$1.15B

Assets Under Management

4

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Keller’s Registration & Firm History

GA

10/20/2015 - Present

Marietta Wealth Management, LLC (MARIETTA GA)

GA

07/28/2005 - 10/27/2015

ALPS DISTRIBUTORS, INC. (KENNESAW GA)

PA

01/02/2004 - 05/20/2005

CITCO MUTUAL FUND DISTRIBUTORS, INC. (MALVERN PA)

GA

11/07/2001 - 10/24/2003

LIGHTHOUSE BROKERAGE AND FINANCIAL SERVICES, LLC (MARIETTA GA)

MD

06/09/1998 - 10/31/2001

DECLARATION DISTRIBUTORS, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 06/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/27/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Lewis Keller.
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