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Kristi Leigh Murphy

PLOTKIN FINANCIAL ADVISORS, LLC·CHEVY CHASE, Maryland
SIE, Series 7, Series 66Clean recordPLOTKIN FINANCIAL ADVISORS, LLC
8401 CONNECTICUT AVENUE, CHEVY CHASE, MD 20815-5833CRD# 3153904Firm CRD# 127635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristi Leigh Murphy · CHEVY CHASE, MD
Registration
CRD #3153904 · PLOTKIN FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PLOTKIN FINANCIAL ADVISORS, LLC
CRD 127635 · SEC 801-85168
AUM
$175M
Regulatory assets under management
Employees
5
642 client accounts
Services offered by PLOTKIN FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PLOTKIN FINANCIAL ADVISORS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Kristi Leigh Murphy offer?
Kristi Leigh Murphy specializes in Financial Planning, Investment Management. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are Kristi Leigh Murphy's credentials?
Kristi Leigh Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristi Leigh Murphy located?
Kristi Leigh Murphy is based in CHEVY CHASE, Maryland, working with PLOTKIN FINANCIAL ADVISORS, LLC. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Kristi Leigh Murphy charge for services?
Kristi Leigh Murphy's firm is compensated through percentage of aum, hourly charges, other: percentage of retirement plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLOTKIN FINANCIAL ADVISORS, LLC?
PLOTKIN FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PLOTKIN FINANCIAL ADVISORS, LLC

Erich Michael Imphong
CHEVY CHASE, MD
CFP
Sarah Josephine Hunt
CHEVY CHASE, MD
Shimshon Plotkin
CHEVY CHASE, MD

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Nearby cities in Maryland
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Research
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