Emily Elfallah has been an investment adviser representative at Creekmur Asset Management since March 2025, and is not listed among the firm’s executive officers or direct owners.
Creekmur Asset Management, LLC is a Morton, IL firm with $800M under management, 1,902 clients and 15 advisers across 8 offices, as of its September 2026 filing.
Emily Elfallah is a Wealth Advisor of Creekmur Wealth Advisors. She joined the firm in 2025 and has been serving clients in Roanoke, Virginia, and the surrounding areas since 2022. She has 9+ years of experience in the financial industry, from client services to financial planner.
Emily Elfallah’s longest registration was 1 year at Integrity Financial Planning, Inc. (2023–2025). Before joining Creekmur Asset Management in 2025, Emily Elfallah was registered through Integrity Financial Planning, Inc.
- – present · 1 yearRoanoke, VA · Adviser representative · Firm CRD 306903
- Integrity Financial Planning, Inc.– · 1 yearRoanoke, VA · Adviser representative · Firm CRD 164481
Professional designations
Listed by Creekmur Asset Management
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
Emily Elfallah is registered as an investment adviser representative in Virginia, since March 2025.
- VirginiaSince 20 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 January 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Emily Elizabeth Elfallah
- CRD
- 6786583
- Firm
- Creekmur Asset Management · CRD 306903
- Office
- 1315 Second St. SW, Roanoke, VA 24016
- Registration
- Investment adviser registration
- In the industry since
- April 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- creekmurwealth.com
Where does Emily Elfallah work?
Emily Elfallah is an investment adviser representative registered through Creekmur Asset Management, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Emily Elfallah a financial advisor?
Yes. Emily Elfallah has a current investment-adviser registration in Virginia, through Creekmur Asset Management since March 2025.
How many years of experience does Emily Elfallah have?
Emily Elfallah has 3 years in the financial industry, since April 2023, across 2 adviser firms.
What exams has Emily Elfallah passed?
Emily Elfallah passed the Series 65 in January 2023.
Where did Emily Elfallah work before Creekmur Asset Management?
Before Creekmur Asset Management, Emily Elfallah was registered through Integrity Financial Planning, Inc., April 2023 to March 2025.
Where is Emily Elfallah based?
Emily Elfallah’s registered office is in Roanoke, VA.
Is Emily Elfallah registered with FINRA?
No. Emily Elfallah has no current broker registration.
How can I verify Emily Elfallah’s record?
Search CRD 6786583 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Elfallah’s full registration record.
