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Connor Murphy

Schwab Wealth Advisory, Inc.

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About Connor Murphy

Connor Murphy is a financial advisor with Schwab Wealth Advisory, Inc. Connor has been in the industry since January 16, 2019. Connor is registered with the state of Colorado as an Investment Advisor Representative and is licensed in 53 states. Connor holds the Series 6, 7, 63, and 65 licenses. Connor is an experienced financial advisor who has helped many clients reach their financial goals. Connor specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

Connor Murphy is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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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.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Connor Murphy’s Registration & Firm History

CO

01/06/2022 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

FL

07/28/2020 - 08/27/2021

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

FL

02/20/2018 - 10/10/2019

NYLIFE SECURITIES LLC (MAITLAND FL)

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Licenses & Designations

IA

Issued 01/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Connor Murphy.
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