Matthew
Kerr
Keel Point, LLC
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About this Advisor
Matthew Kerr is a financial advisor who works out of Chattanooga, Tennessee who has 3 years of industry experience. Kerr is an employee of Keel Point, LLC. Throughout their career, Kerr has worked at Keel Point Capital, LLC, Regions Bank, Full Time Student, Poster White And Company and Keel Point. Kerr maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Alabama, South Carolina and Tennessee. Keel Point, LLC is an advisory firm that has its headquarters in Huntsville, AL. The firm has offices in nine locations and a total of 83 advisors. It controls $3 billion in total assets among its 4,850 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves seven charities and foundations. Of its 4,850 accounts, 44% are associated with high-net-worth investors who have more than $1 million in investable assets. Keel Point, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely depend on which service is provided. However, fees billed by Keel Point, LLC likely consist of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,549,034,075
83
4,850
$525,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Matthew Kerr Work History
Matthew has been registered as a financial advisor for 3 years.*
Keel Point
Keel Point
Keel Point Capital, LLC
Regions Bank
Full Time Student
Poster White And Company
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Kerr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keel Point, LLC
Huntsville, AL
Huntsville, AL
Arnold, MD
Huntsville, AL
Huntsville, AL
Chattanooga, TN
Huntsville, AL
Vienna, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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