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Brian James Murphy

Mariner Wealth

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About Brian James Murphy

Brian Murphy is an investment advisor representative currently registered with Mariner Wealth. Brian has been in the industry since 2000. Previously, Brian was with ROYAL ALLIANCE ASSOCIATES, INC. in FAIRPORT, NY and UBS FINANCIAL SERVICES INC. in ROCHESTER, NY. Brian has passed the Series 65, Series 66, and Series 7 exams. Brian is currently registered in New York as an Investment Advisor Representative. Brian is also licensed in California, Kansas, and Minnesota. Brian specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers.

Firm Information

Brian Murphy is currently registered with Mariner Wealth. Mariner Wealth is an investment advisory firm based in Overland Park, KS, with over 700 investment adviser representatives and 194 licensed agents. The firm manages approximately $81.1 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, families, institutions, and corporations. Mariner Wealth offers a range of investment advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. The firm also provides educational seminars and publications.
Mariner Wealth

5700 W. 112TH STREET

OVERLAND PARK, KS 66211

$81.11B

Assets Under Management

200

Total Clients

684

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Murphy’s Registration & Firm History

NY

07/20/2023 - Present

Mariner Wealth (Rochester NY)

NY

02/17/2009 - 01/07/2010

ROYAL ALLIANCE ASSOCIATES, INC. (FAIRPORT NY)

NY

08/11/2000 - 03/14/2007

UBS FINANCIAL SERVICES INC. (ROCHESTER NY)

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Licenses & Designations

IA

Issued 07/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/30/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian James Murphy.
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