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Controller and Investment Advisor · Purtill Financial LLC

Carly A. Purtill

CRD 6343491 · Named on Form ADV at one SEC-registered adviser

At a glance

Purtill Financial LLC, an SEC-registered wealth manager based in Highland Heights, OH with $207 million in regulatory assets, lists Carly A. Purtill on its Form ADV as Controller and Investment Advisor, a control person.

Firms and roles

  • Purtill Financial LLCController and Investment AdvisorWealth manager · Highland Heights, OH · $207M in regulatory assets

AtlasMembers

Carly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.