Director of Client Services · Level Financial Advisors, Inc.
Elise F. Murphy
CRD 5943138 · Named on Form ADV at one SEC-registered adviser
At a glance
Level Financial Advisors, Inc., an SEC-registered wealth manager based in East Amherst, NY with $975 million in regulatory assets, lists Elise F. Murphy on its Form ADV as Director of Client Services, a control person.
Firms and roles
- Level Financial Advisors, Inc.Director of Client ServicesWealth manager · East Amherst, NY · $975M in regulatory assets
AtlasMembers
Elise’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
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Rosanne M. BraxtonPresident, Level Financial Advisors, Inc.
- Steven M. ElwellChief Investment Officer, Level Financial Advisors, Inc.
- Michael C. HeburnChief Operating Officer, Level Financial Advisors, Inc.
- Bethany M. WagnerChief Compliance Officer, Level Financial Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elise’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.