linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Colleen Mary Murphy

CWA Asset Management Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Colleen? Claim Your Profile

About Colleen Mary Murphy

Colleen Murphy is a Registered Investment Advisor representative with CWA Asset Management Group. Colleen has been in the industry since 1994, with past experience at several prominent financial firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated. Colleen holds the Series 6, 7, 63, and 66 licenses and is registered in Florida. Colleen’s client base is primarily comprised of individuals, corporations, charitable organizations, and pension plans. Colleen specializes in Financial Planning, Pension Consulting, Portfolio Management for Individuals and Businesses.

Firm Information

Colleen Murphy is currently registered with CWA Asset Management Group. Capital Wealth Advisors, a Naples, FL-based registered investment advisor, provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They manage approximately $2.5 billion in assets for over 3,500 clients. The firm specializes in providing wealth management services to high net worth individuals, corporations, and retirement plans. They offer a variety of investment services, including customized portfolio management, financial planning, and retirement planning. Capital Wealth Advisors is dedicated to helping their clients achieve their financial goals.
CWA Asset Management Group

9130 GALLERIA COURT

NAPLES, FL 34109

$2.53B

Assets Under Management

1,515

Total Clients

37

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Colleen Murphy’s Registration & Firm History

FL

07/20/2017 - Present

CWA Asset Management Group (NAPLES FL)

TN

03/24/2009 - 01/21/2010

P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)

FL

01/19/2005 - 04/05/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BONITA SPRINGS FL)

OH

09/18/2000 - 11/03/2004

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NY

02/18/1994 - 12/24/1997

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

02/18/1994 - 12/24/1997

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Colleen Mary Murphy is right for you?

Licenses & Designations

IA

Issued 06/02/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/09/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2003

Series 7 - General Securities Representative Examination

BC

Issued 02/17/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colleen Mary Murphy.
Not sure if Colleen Mary Murphy is right for you?