Purtill Financial LLC

CRD 133764 · Highland Heights, OH · $207.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 133764
SEC number: 801-111854
Firm type: RIA
Assets under management: $207.1M as of Mar 11, 2026
Website: www.purtillfinancial.com ↗
Phone: (440) 484-5340
Address: 22 Alpha Park, Highland Heights, OH, 44143-2208

Advisors at this firm

3 in our index · page 1 of 1

Thomas P. GeraciCRD 5496686 · Highland Heights, OH

IA Registered
Carly Ann PurtillCRD 6343491 · Highland Heights, OH

IA Registered
Michael Donald PurtillCRD 5823688 · Highland Heights, OH

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 133764 ↗ FINRA BrokerCheck record for firm CRD 133764 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.