Unclaimed Profile

Elaine Brunelli Morgillo

FLYING POINT FINANCIAL, INC.·NORTH ANDOVER, Massachusetts

Series 7, Series 24, Series 51, Series 63, Series 65Clean record27 years registeredFLYING POINT FINANCIAL, INC.

855 TURNPIKE STREET, NORTH ANDOVER, MA 01845CRD# 1578345Firm CRD# 107915

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elaine Brunelli Morgillo · NORTH ANDOVER, MA

Registration

CRD #1578345 · FLYING POINT FINANCIAL, INC. · 27 years registered

Brand Profile

Not yet started

Career History

FLYING POINT FINANCIAL, INC.

Aug 1998 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · August 30, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLYING POINT FINANCIAL, INC.

CRD 107915 · SEC 801-95168

AUM

$169M

Regulatory assets under management

Employees

591 client accounts

Services offered by FLYING POINT FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FLYING POINT FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Elaine Brunelli Morgillo offer?

Elaine Brunelli Morgillo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH ANDOVER, Massachusetts for a consultation.

What are Elaine Brunelli Morgillo's credentials?

Elaine Brunelli Morgillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elaine Brunelli Morgillo located?

Elaine Brunelli Morgillo is based in NORTH ANDOVER, Massachusetts, working with FLYING POINT FINANCIAL, INC.. Their office serves clients in the NORTH ANDOVER metropolitan area and surrounding communities.

How does Elaine Brunelli Morgillo charge for services?

Elaine Brunelli Morgillo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLYING POINT FINANCIAL, INC.?

FLYING POINT FINANCIAL, INC. has approximately 5 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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