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Kevin Michael Murphy

Vanderbilt Advisory Services

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About Kevin Michael Murphy

Kevin Murphy is a registered investment advisor representative with Vanderbilt Advisory Services in Woodbury, NY. Kevin has been in the industry since August 1996, working with clients to manage their finances and reach their investment goals. Kevin holds several professional licenses including Series 7, 21, 25, 55, 63, 65, and SIE, along with the Investment Banking Registered Representative Examination. Kevin has a strong focus on helping clients with their Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

Kevin Murphy is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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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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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Kevin Murphy’s Registration & Firm History

NY

03/20/2023 - Present

Vanderbilt Advisory Services (WOODBURY NY)

NY

12/06/2021 - 03/06/2023

LPL FINANCIAL LLC (GARDEN CITY NY)

NY

12/10/2021 - 09/16/2022

FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (WILLISTON PARK NY)

NY

10/19/2016 - 11/10/2021

CUNA BROKERAGE SERVICES, INC. (MASSAPEQUA NY)

NY

01/21/2011 - 10/04/2016

MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)

NY

08/10/2004 - 10/25/2010

ABEL/NOSER CORP. (NEW YORK NY)

NY

01/17/2002 - 08/06/2004

LABRANCHE & CO. LLC (NEW YORK NY)

NY

01/22/1997 - 01/18/2002

VAN DER MOOLEN SPECIALISTS USA, LLC (NEW YORK NY)

NY

04/11/1996 - 02/18/1997

BHF SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2001

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 03/12/2002

Series 21 - NYSE Front Line Specialist Clerk

BC

Issued 04/22/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/08/2000

Series 25 - NYSE Trading Assistant Examination

BC

Issued 07/05/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kevin Michael Murphy. Review regulatory record here.
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