Elaine B. Morgillo

FLYING POINT FINANCIAL

PORTSMOUTH, NH 03801

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CRD#: 1578345

Professional summary

Elaine Brunelli Morgillo, CFP®, who also goes by Elaine Teresa Brunelli, is a registered financial advisor currently at FLYING POINT FINANCIAL, INC. located in Portsmouth, New Hampshire.

Elaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Elaine has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elaine Teresa Brunelli

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF OBA: NEPTUNE MANAGEMENT, LLC; ADDRESS OF OBA: YORK BEACH, ME 03910; NATURE: MANAGING AGENT FOR CONDOMINIUM OWNERS' ASSOCIATION; INVESTMENT RELATED: NO; TITLE WITH OBA: MANAGER; DUTIES: OPERATIONS OVERSIGHT; EXECUTIVE BOARD LIAISON; START DATE: 03/2024; APPROX. NUMBER OF HOURS/MONTH: 20-30; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5-10

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elaine Brunelli Morgillo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

August 30, 1998 - Present

FLYING POINT FINANCIAL, INC.

Office #1: 155 Fleet Street, Portsmouth, NH 03801

RIA

CRD#: 107915

PORTSMOUTH, NH

Past

July 31, 1998 - January 29, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NORTH ANDOVER, MA

Past

February 12, 1996 - August 11, 1998

RYAN FINANCIAL, INC.

CRD#: 39617

ANDOVER, MA

Past

January 30, 1992 - February 14, 1996

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

September 20, 1991 - January 30, 1992

G. R. PHELPS & CO., INC.

CRD#: 173

Past

November 21, 1986 - October 4, 1989

LINSCO FINANCIAL GROUP, INC.

CRD#: 524

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FLYING POINT FINANCIAL, INC.

FLYING POINT FINANCIAL, INC. | MORGILLO FINANCIAL MANAGEMENT, INC. | MORGILLO FINANCIAL MANAGEMENT INC

CRD#: 107915 / SEC#: 801-95168

RIA

Registered Investment Advisory firm - (4/21/2015 Approved)

Florida

Registered Investment Advisory firm - (4/29/2015 Terminated)

Maine

Registered Investment Advisory firm - (5/6/2015 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/29/2015 Terminated)

New Hampshire

Registered Investment Advisory firm - (7/23/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maine
(3/6/2012)

IAR

Massachusetts
(8/30/1998)

IAR

New Hampshire
(2/7/2005)

IAR

South Carolina
(7/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/27/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/13/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 6/2/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/1/1998

General Securities Principal Examination

Current Firm

FLYING POINT FINANCIAL, INC.

FLYING POINT FINANCIAL, INC. | MORGILLO FINANCIAL MANAGEMENT, INC. | MORGILLO FINANCIAL MANAGEMENT INC

CRD#: 107915 / SEC#: 801-95168

RIA

Registered Investment Advisory firm - (4/21/2015 Approved)

Florida

Registered Investment Advisory firm - (4/29/2015 Terminated)

Maine

Registered Investment Advisory firm - (5/6/2015 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/29/2015 Terminated)

New Hampshire

Registered Investment Advisory firm - (7/23/2015 Terminated)

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Contact information

Main Address

855 Turnpike Street, North Andover, MA 01845

Mailing Address

Phone number

(978) 975-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

02 04 2025 FPF FORM ADV PART 2A AND 2B FINAL (2/4/2025)

Regulatory assets under management

Total Number of Accounts	677
AUM (Assets Under Management)	$ 184,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Elaine B. Morgillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elaine Brunelli Morgillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

RYAN FINANCIAL, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

G. R. PHELPS & CO., INC.

LINSCO FINANCIAL GROUP, INC.

Primary Firm SEC Registration

FLYING POINT FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/27/1995

Series 63

Date: 3/13/1987

Series 7

Date: 11/15/1986

Series 51

Date: 6/2/2003

Series 24

Date: 12/1/1998

Current Firm

FLYING POINT FINANCIAL, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FLYING POINT FINANCIAL, INC.

TRUST BUT VERIFY

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