Unclaimed Profile

Marley Elyse Mcburney

LEAFHOUSE FINANCIAL ADVISORS, LLC·AUSTIN, Texas

Series 65Clean record7 years registeredLEAFHOUSE FINANCIAL ADVISORS, LLC

6504 BRIDGEPOINT PARKWAY, AUSTIN, TX 78730CRD# 6368622Firm CRD# 149694

Profile Verification

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

Identity

Marley Elyse Mcburney · AUSTIN, TX

Registration

CRD #6368622 · LEAFHOUSE FINANCIAL ADVISORS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEAFHOUSE FINANCIAL ADVISORS, LLC

LEAFHOUSE FINANCIAL ADVISORS, LLC

Jul 2019 – Jan 2022

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 5, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEAFHOUSE FINANCIAL ADVISORS, LLC

CRD 149694 · SEC 801-78809

AUM

$17.0B

Regulatory assets under management

Employees

3,243 client accounts

Services offered by LEAFHOUSE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LEAFHOUSE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Marley Elyse Mcburney offer?

Marley Elyse Mcburney specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Marley Elyse Mcburney's credentials?

Marley Elyse Mcburney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marley Elyse Mcburney located?

Marley Elyse Mcburney is based in AUSTIN, Texas, last registered with LEAFHOUSE FINANCIAL ADVISORS, LLC.

How does Marley Elyse Mcburney charge for services?

Marley Elyse Mcburney'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 LEAFHOUSE FINANCIAL ADVISORS, LLC?

LEAFHOUSE FINANCIAL ADVISORS, LLC has approximately 25 employees and manages $17.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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