Michelle Cook
Investment adviser representative at Keel Point, LLC
16 yearsExperience
1 stateRegistered in
$4.1BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Keel Point Capital, LLCJan 2024 to now
- Keel Point, LLCJan 2024 to now
- Truist Advisory Services, Inc.Feb 2021 to Dec 2023
- Truist Investment Services, Inc.Feb 2021 to Nov 2023
- Bb&tJan 2019 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- BbtisAug 2010 to Feb 2021
- Bb&t BankAug 2010 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (AL).
Keel Point, LLC
$4.1BAssets managed
1,613Clients
49Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3037677
- Firm CRD
- 127902