Kimberly R. Murphy

PARK EDGE ADVISORS

CLEVELAND, OH 44113

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CRD#: 2796122

Professional summary

Kimberly Rudolph Murphy, CFP®, who also goes by Kimberly Ann Rudolph, is a registered financial advisor currently at PARK EDGE ADVISORS, LLC located in Cleveland, Ohio.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kimberly has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimberly Ann Rudolph

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.

Adjunct Professor at University of Akron and John Carrol University Financial Planning Association of Northeast Ohio - Board Member (non-investment related, no compensation, 0 hrs during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Rudolph Murphy'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: 2000

Experience

Current

July 1, 2022 - Present

PARK EDGE ADVISORS, LLC

Office #1: 2360 W 11th St, Cleveland, OH 44113

RIA

CRD#: 317521

CLEVELAND, OH

Past

August 3, 2020 - September 30, 2020

MCDONALD PARTNERS LLC

RIA

CRD#: 135414

CLEVELAND, OH

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".

PARK EDGE ADVISORS, LLC

PARK EDGE | WEALTH WORTHY WOMEN | PARK EDGE ADVISORS, LLC

CRD#: 317521 / SEC#: 801-125820

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

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

Ohio
(7/1/2022)

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

Current Firm

PARK EDGE ADVISORS, LLC

PARK EDGE | WEALTH WORTHY WOMEN | PARK EDGE ADVISORS, LLC

CRD#: 317521 / SEC#: 801-125820

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

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Contact information

Main Address

2360 W 11th St, Cleveland, OH 44113

Mailing Address

Phone number

(216) 727-0144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE- PARK EDGE ADVISORS, LLC (2/21/2025)

ADV PART 2A- PARK EDGE ADVISORS, LLC (2/21/2025)

Regulatory assets under management

Total Number of Accounts	821
AUM (Assets Under Management)	$ 438,144,994

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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Kimberly R. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Rudolph Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARK EDGE ADVISORS, LLC

MCDONALD PARTNERS LLC

Primary Firm SEC Registration

PARK EDGE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

PARK EDGE ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARK EDGE ADVISORS, LLC

TRUST BUT VERIFY

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