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Kelly Marie Murphy

Schneider Downs Wealth Management Advisors, LP

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About Kelly Marie Murphy

Kelly Marie Murphy is a financial advisor with Schneider Downs Wealth Management Advisors, LP in Columbus, Ohio. Kelly has been working in the financial services industry since 2004. Kelly specializes in providing financial advice to individuals, businesses, and charitable organizations. Kelly holds Series 7 and Series 65 licenses. Kelly is currently registered as an investment advisor representative (IAR) in Ohio. Before joining Schneider Downs Wealth Management Advisors, LP Kelly worked as a financial advisor at IFS FUND DISTRIBUTORS, INC. and Robert W. Baird & Co. Incorporated.

Firm Information

Kelly Murphy is currently registered with Schneider Downs Wealth Management Advisors, LP. Schneider Downs Wealth Management Advisors, LP is a registered investment adviser headquartered in Pittsburgh, PA. They manage over $2.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and pension consulting.
Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700

PITTSBURGH, PA 15222

$2.61B

Assets Under Management

1

Total Clients

21

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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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.

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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Kelly Murphy’s Registration & Firm History

OH

01/15/2020 - Present

Schneider Downs Wealth Management Advisors, LP (Columbus OH)

OH

09/13/2004 - 01/25/2005

IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)

WI

03/12/2004 - 07/26/2004

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 03/06/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Marie Murphy.
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