Morgillo Financial Management, Inc.
Morgillo Financial Management, Inc. (CRD# 107915) is a financial advisory firm headquartered in North Andover, MA. They manage $102,950,000 in 649 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management103MILLION
Total Number of Accounts649ACCOUNTS
Average Account Value$158,629
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MA, ME, NH
Elaine Morgillo (CRD# 1578345) is an Investment Advisor Representative working at Morgillo Financial Management, Inc. in North Andover, MA and has over 29 years of experience in the finance industry. Elaine Morgillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kevin Kennedy (CRD# 4421611) is an Investment Advisor Representative working at Morgillo Financial Management, Inc. in North Andover, MA and has over 15 years of experience in the finance industry.