Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Murphy is a financial advisor with over 25 years of experience in the industry. Brian is currently registered with Newedge Advisors, a firm with over $10 billion in assets under management. Brian is also licensed and registered in several states, including Arizona, California, Florida, Maryland, Ohio, and Virginia. Previously, Brian worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., McDonald Investments Inc., BANC ONE Securities Corporation, and SunAmerica Securities, Inc. Brian's specializations include portfolio management for businesses and individuals, as well as financial planning and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
11/01/2021 - Present
Newedge Advisors (TROY OH)
OH
06/01/2009 - 10/27/2009
MORGAN STANLEY SMITH BARNEY (BEAVERCREEK OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CENTERVILLE OH)
OH
08/05/2005 - 04/02/2007
MORGAN STANLEY DW INC. (CENTERVILLE OH)
OH
06/25/1999 - 08/15/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IL
05/11/1998 - 07/09/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
11/04/1997 - 04/27/1998
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
AZ
05/14/1996 - 09/17/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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