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Geoffrey Matthew Thornett

KEEL POINT ADVISORS, LLC·VIENNA, Virginia
SIE, Series 7, Series 24, Series 63, Series 65, Series 79TO, Series 99TOClean record22 years registeredKEEL POINT ADVISORS, LLC
8065 LEESBURG PIKE, VIENNA, VA 22182CRD# 4697516Firm CRD# 139379

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Matthew Thornett · VIENNA, VA
Registration
CRD #4697516 · KEEL POINT ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

KEEL POINT, LLC
Jan 2015 – present
KEEL POINT ADVISORS, LLC
Mar 2006 – Dec 2014
VIENNA, VA
PRIVATE CONSULTING GROUP, INC.
Jun 2004 – Mar 2006
ARLINGTON, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Series 79TO
Series 99TO
Registration record
First registered · June 2, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KEEL POINT ADVISORS, LLC
CRD 139379 · SEC 801-66114
AUM
$1.0B
Regulatory assets under management
Employees
30
785 client accounts
Services offered by KEEL POINT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at KEEL POINT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Geoffrey Matthew Thornett offer?
Geoffrey Matthew Thornett specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in VIENNA, Virginia for a consultation.
What are Geoffrey Matthew Thornett's credentials?
Geoffrey Matthew Thornett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Matthew Thornett located?
Geoffrey Matthew Thornett is based in VIENNA, Virginia, working with KEEL POINT ADVISORS, LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.
How does Geoffrey Matthew Thornett charge for services?
Geoffrey Matthew Thornett's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEEL POINT ADVISORS, LLC?
KEEL POINT ADVISORS, LLC has approximately 30 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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