Best Investors Account Sign in
Inactive

Kimberly Rudolph Murphy

Park Edge Advisors, LLC

Cleveland, OH

CRD 2796122

Claim This Profile
Employer firm

Park Edge Advisors, LLC CRD 317521

$523M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Park Edge Advisors, Llc

2360 W 11Th St, Cleveland, OH 44113 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-07-01
  • OH RA
    APPROVED
    Since 2022-07-01

Branch Locations

2360 W 11Th St, Cleveland, OH 44113 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcdonald Partners, Llc Cleveland OH 04/2005 09/2020
Lowrie Wealth Management Of Stratos Wealth Advisors Llc Cleveland OH 09/2020 11/2022
Park Edge Advisors, Llc Cleveland OH 07/2022 Present
Previous Registrations
Other Businesses

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).

Designations
  • Certified Financial Planner
Other Names
  • Kimberly Rudolph Murphy
  • Kimberly Ann Rudolph

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Cleveland, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor