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Elise Fay Murphy

LEVEL FINANCIAL ADVISORS, INC.·EAST AMHERST, New York
Clean record5 years registeredLEVEL FINANCIAL ADVISORS, INC.
9310 TRANSIT ROAD, EAST AMHERST, NY 14051CRD# 5943138Firm CRD# 110641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elise Fay Murphy · EAST AMHERST, NY
Registration
CRD #5943138 · LEVEL FINANCIAL ADVISORS, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

LEVEL FINANCIAL ADVISORS, INC.
Jul 2021 – present
02

Registrations & Exams

Registration record
First registered · July 23, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEVEL FINANCIAL ADVISORS, INC.
CRD 110641 · SEC 801-15900
AUM
$621M
Regulatory assets under management
Employees
14
1,965 client accounts
Services offered by LEVEL FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LEVEL FINANCIAL ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Elise Fay Murphy offer?
Elise Fay Murphy specializes in Financial Planning, Investment Management. Contact their office in EAST AMHERST, New York for a consultation.
What are Elise Fay Murphy's credentials?
Elise Fay Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elise Fay Murphy located?
Elise Fay Murphy is based in EAST AMHERST, New York, working with LEVEL FINANCIAL ADVISORS, INC.. Their office serves clients in the EAST AMHERST metropolitan area and surrounding communities.
How does Elise Fay Murphy charge for services?
Elise Fay Murphy'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 LEVEL FINANCIAL ADVISORS, INC.?
LEVEL FINANCIAL ADVISORS, INC. has approximately 14 employees and manages $621M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEVEL FINANCIAL ADVISORS, INC.

Rosanne Marie Braxton
EAST AMHERST, NY
Steven Mark Elwell
EAST AMHERST, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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