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Joseph Anthony Moore

Investment Adviser Representative at KEEL Point, LLC

Vienna, VACRD #5953357Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joseph Anthony Moore is an investment adviser representative with KEEL Point, LLC in Vienna, VA, where they have been registered since 2015, the year they entered the securities industry. They are registered to provide investment advice in Missouri, New Hampshire, Texas, and Virginia.

Office

8065 Leesburg Pike, Suite 300
Vienna, VA 22182

Advisors at this office: 12

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri, New Hampshire, Texas, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

KEEL Point, LLCCurrent
9/3/2015 – Vienna, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. KEEL Point
    Jun 2011 – no end date reportedVienna, VA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About KEEL Point, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
Firm account minimum
$50,000 (waivable)
Firm's annual rate schedule by assets
  • First $1,000,0001.35%
  • From $1,000,000.01 to $2,000,0001.10%
  • From $2,000,000.01 to $5,000,0000.85%
  • From $5,000,000.01 to $10,000,0000.70%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
48
Offices listed on AdvisorFinder:
8
Main office:
Huntsville, AL
SEC file number:
801-62249

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 8, 2026

View full firm profile

Other advisors at KEEL Point, LLC

Showing 12 of 48 in the directory

View KEEL Point, LLC firm profile

Similar advisors in Vienna, VA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Anthony Moore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Joseph Anthony Moore (KEEL Point) - Fees & Credentials