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Edly Advisors LLC

CRD 328677SEC# 801-129144White Plains, NY
Export (members)
No longer SEC-registered. Edly Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$19.8M
Employees
2
Accounts
30
Location
White Plains, NY

Edly Advisors LLC assets under management

Edly Advisors LLC is an investment advisory firm registered with the SEC based in White Plains, NY. It reports $19.8 million in regulatory assets under management and employs 2 people.

Edly Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Christopher Ricciardi ControlManagerUnder 5%2023
Edly ControlMemberOver 75%2023
Robert Blake Murphy ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Edly Advisors LLC manage?

Edly Advisors LLC reports $19.8 million in regulatory assets under management on its Form ADV.

How many employees does Edly Advisors LLC have?

Edly Advisors LLC reports 2 employees.

Where is Edly Advisors LLC located?

Edly Advisors LLC is based in White Plains, NY.

Does Edly Advisors LLC disclose fund performance?

Edly Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Bank Street, Suite 630, White Plains, NY 10606
Office hours9 a.m. To 6 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$19.8M▼ 49%
Jan '25 — $39MFeb '25 — $39MMar '25 — $19.8MApr '25 — $19.8MMay '25 — $19.8MJun '25 — $19.8MJul '25 — $19.8MAug '25 — $19.8MSep '25 — $19.8MOct '25 — $19.8MNov '25 — $19.8MDec '25 — $19.8MJan '26 — $19.8MFeb '26 — $19.8MMar '26 — $19.8MApr '26 — $19.8MMay '26 — $19.8MJun '26 — $19.8M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$19.8Mregulatory AUM
Discretionary $2.5MNon-discretionary $17.3M