MK
Matthew E. Kerr
KEEL POINT
Chattanooga, TN 37408
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CRD#: 6626404
MK
Professional summary
Matthew Edward Kerr, CFP® is a registered financial advisor currently at KEEL POINT, LLC located in Chattanooga, Tennessee and KEEL POINT CAPITAL, LLC located in Chattanooga, Tennessee.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Matthew has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 57 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Chattanooga Christian School, investment-related, 3354 Charger Drive, Chattanooga, TN 37409, private Christian school, investment committee member, start June 2020, 1 hour per month and 0 hours during securities trading hours, helps select investment manager for school endowment (Keel Point excluded from RFP to avoid conflict of interest). 2) Rotaract Club of Chattanooga; not investment-related, but does manage budget; 100 W M.L.K. Blvd #506, Chattanooga, TN 37402; Service club for young professionals; Treasurer; 1/1/23; 0 hours during trading hours; Track budget. 3) Grace and Peace Church; not investment-related; 9209 Amos Rd., Ooltewah, TN 37363; Local church; Budget committee; 10/1/23; 0 hours during trading; Assist in reviewing budget.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Edward Kerr's 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®
Experience
Current
January 2, 2020 - Present
KEEL POINT, LLC
Office #1: 25 East Main St. Suite 201, Chattanooga, TN 37408RIA
CRD#: 127902
Chattanooga, TN
Current
August 29, 2016 - Present
KEEL POINT CAPITAL, LLC
Office #1: 25 East Main Street Suite 201, Chattanooga, TN 37408BD
CRD#: 6769
Chattanooga, TN
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".
KP
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(1/2/2020)
IAR
South Carolina(1/2/2020)
IAR
Tennessee(1/6/2020)
RR
Tennessee(5/6/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
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)Upgrade to AdvisorCheck Premium
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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
76
SEC notice filing (40 States and Territories)
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 | ||
| 01/26/2024 | ||
| 10/25/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KEEL POINT, LLC
CRD#: 127902Chattanooga, TN 37408TRUST BUT VERIFY
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