Elaine Morgillo has been an investment adviser representative at Flying Point Financial since August 1998, and is not listed among the firm’s executive officers or direct owners. Elaine Morgillo holds a B.A. in psychology from Albertus Magnus College.
Flying Point Financial, Inc. is a North Andover, MA firm with $207M under management, 191 clients and 3 advisers across 4 offices, as of its September 2026 filing.
Elaine Morgillo is Financial Advisor of Flying Point Financial, Inc., and its founder. Her practice specialty is long range planning for individuals and closely held businesses. She has conducted workshops on retirement planning, estate planning, investments and the financial realities of divorce, and for more than ten years wrote the weekly financial column "Financially Thinking" for Seacoast Media Group.
Professional designations
Listed by Flying Point Financial
- CFP®
Investment adviser representative registrations
Elaine Morgillo is registered as an investment adviser representative in 4 states. The first approvals date from August 1998; the most recent is South Carolina, in July 2024.
- MaineSince 6 March 2012
- MassachusettsSince 30 August 1998
- New HampshireSince 7 February 2005
- South CarolinaSince 18 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 51 | Municipal Fund Securities Principal Examination | 2 June 2003 |
| Series 24 | General Securities Principal Examination | 1 December 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 March 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 March 1987 |
| Series 7 | General Securities Representative Examination | 15 November 1986 |
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Elaine Brunelli Morgillo
- CRD
- 1578345
- Firm
- Flying Point Financial · CRD 107915
- Registration
- Investment adviser registration
- In the industry since
- August 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- flyingpointfinancial.com
Where does Elaine Morgillo work?
Elaine Morgillo is an investment adviser representative registered through Flying Point Financial, Inc. since August 1998, and is not listed among the firm’s executive officers or direct owners.
Is Elaine Morgillo a financial advisor?
Yes. Elaine Morgillo has a current investment-adviser registration in Maine, Massachusetts, New Hampshire and South Carolina, through Flying Point Financial since August 1998.
How many years of experience does Elaine Morgillo have?
Elaine Morgillo has 28 years in the financial industry, since August 1998, across 1 adviser firm.
What exams has Elaine Morgillo passed?
Elaine Morgillo has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 51. The earliest, the Series 7, was passed in November 1986.
Is Elaine Morgillo registered with FINRA?
No. Elaine Morgillo has no current broker registration.
Is Elaine Morgillo a CFP?
Flying Point Financial lists Elaine Morgillo with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Elaine Morgillo’s record?
Search CRD 1578345 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elaine Morgillo’s full registration record.
