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Stephanie Screen Murphy

Apella Wealth

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About Stephanie Screen Murphy

Stephanie Screen Murphy is a certified financial planner and an Investment Advisor Representative at Apella Wealth. Stephanie has been working in the financial industry since 2007. Stephanie has a Series 65 license and has been registered with the state of Connecticut since April 2024 and with the state of Virginia since May 2024. Stephanie has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Apella Wealth is a financial advisory firm that provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Apella Wealth has offices in West Hartford, CT and Reston, VA. The firm is focused on providing personalized financial advice and investment management services to help clients achieve their financial goals.

Firm Information

Stephanie Murphy is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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 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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percentage of assets

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

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other

Fee for financial planning services. fees for technology.

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Stephanie Murphy’s Registration & Firm History

CT

05/03/2024 - Present

Apella Wealth (WEST HARTFORD CT)

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Licenses & Designations

IA

Issued 12/11/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Screen Murphy.
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