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Robert Armstrong Murphy

Charles Schwab & CO., Inc.

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About Robert Armstrong Murphy

Robert Armstrong Murphy is a financial professional with over 30 years of experience in the financial services industry. Robert has held several positions with firms such as J.P. Morgan Securities LLC, SCOTTRADE, INC., and ABN AMRO INCORPORATED. Currently, Robert is registered with Charles Schwab & CO., Inc. as a licensed representative and financial advisor. Robert has a strong understanding of the financial markets and provides expert financial advice to clients. Robert is dedicated to helping clients achieve their financial goals.

Firm Information

Robert Murphy is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Robert Murphy’s Registration & Firm History

FL

07/09/2015 - Present

Charles Schwab & CO., Inc. (Orlando FL)

MO

11/05/2013 - 10/01/2014

SCOTTRADE, INC. (ST. LOUIS MO)

NY

03/21/2006 - 10/10/2012

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

03/21/2006 - 12/31/2008

J.P. MORGAN CLEARING CORP. (NEW YORK NY)

NY

06/06/2002 - 01/03/2006

FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)

CT

03/01/2002 - 03/28/2002

ABN AMRO INCORPORATED (STAMFORD CT)

NY

04/19/1988 - 03/01/2002

ABN AMRO SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/13/1999

Series 24 - General Securities Principal Examination

BC

Issued 12/22/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Armstrong Murphy.
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