AdvisorOS Directory
Claim Profile
AM

Andrew David Murphy

ELEY FINANCIAL MANAGEMENT, INC.·SOUTH BURLINGTON, Vermont
Unclaimed Profile
99 SWIFT STREET, SOUTH BURLINGTON, VT 05403-7360CRD# 5120251Firm CRD# 105057
01

About

Andrew David Murphy is a registered financial advisor based in SOUTH BURLINGTON, Vermont, affiliated with ELEY FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ELEY FINANCIAL MANAGEMENT, INC.
BROADLAKE FINANCIAL MANAGEMENT
AUM
$323M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ELEY FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5120251
Firm CRD# 105057
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTH BURLINGTON?

Browse all registered financial advisors in SOUTH BURLINGTON, Vermont or claim this profile if it's yours.

Browse SOUTH BURLINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew David Murphy offer?
Andrew David Murphy specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.
What are Andrew David Murphy's credentials?
Andrew David Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew David Murphy located?
Andrew David Murphy is based in SOUTH BURLINGTON, Vermont, working with ELEY FINANCIAL MANAGEMENT, INC.. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.
How does Andrew David Murphy charge for services?
Andrew David Murphy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELEY FINANCIAL MANAGEMENT, INC.?
ELEY FINANCIAL MANAGEMENT, INC. has approximately 4 employees and manages $323M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SOUTH BURLINGTON
Myron R Sopher — INTRACK INVESTMENT MANAGEMENT, INC.Lenore Salemme Sopher — INTRACK INVESTMENT MANAGEMENT, INC.Matthew D. Johnson — INTRACK INVESTMENT MANAGEMENT, INC.Scott Anthony Beaudin — PATHWAY FINANCIAL ADVISORS, LLCWilliam Brendan Walsh — QUANTUM LEAP CAPITAL, LLC
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile