Marissa M. Taylor

KEEL POINT

Charleston, SC

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CRD#: 5744348

Professional summary

Marissa Manzo Taylor, CFP®, who also goes by Marissa Leigh Manzo, is a registered financial advisor currently at KEEL POINT, LLC located in Charleston, South Carolina.

Marissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Marissa has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marissa Leigh Manzo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marissa Manzo Taylor's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

November 5, 2021 - Present

KEEL POINT, LLC

RIA

CRD#: 127902

Charleston, SC

Past

June 23, 2014 - April 26, 2016

M HOLDINGS SECURITIES, INC.

CRD#: 43285

BETHESDA, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KEEL POINT, LLC

BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC

CRD#: 127902 / SEC#: 801-62249

RIA

Registered Investment Advisory firm - (8/1/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(11/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/1/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/26/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/2014

General Securities Representative Examination

Current Firm

KEEL POINT, LLC

BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC

CRD#: 127902 / SEC#: 801-62249

RIA

Registered Investment Advisory firm - (8/1/2003 Approved)

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Contact information

Main Address

100 Church Street Suite 500, Huntsville, AL 35801

Mailing Address

Phone number

(256) 704-5111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KEEL POINT ADV PART 2A APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (5/29/2025)

KEEL POINT BROCHURE FORM ADV 2A (5/29/2025)

Regulatory assets under management

Total Number of Accounts	5,626
AUM (Assets Under Management)	$ 3,464,607,203

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/30/2025	Cover Page	Report
01/26/2024	Cover Page	Report
10/25/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Marissa M. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marissa Manzo Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEEL POINT, LLC

M HOLDINGS SECURITIES, INC.

Primary Firm SEC Registration

KEEL POINT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/1/2014

SIE

Date: 4/26/2016

Series 7

Date: 6/23/2014

Current Firm

KEEL POINT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KEEL POINT, LLC

TRUST BUT VERIFY

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