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Stephen Joseph Murphy

Triumph Capital Management

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About Stephen Joseph Murphy

Stephen Murphy is an investment advisor representative with Triumph Capital Management. Stephen is registered with the state of California. Stephen is licensed to provide financial advice and services to a wide range of clients, including individuals, families, and businesses. Stephen has over 20 years of experience in the financial services industry. Stephen is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Stephen is committed to helping clients make informed financial decisions and to providing them with the support they need to reach their financial goals.

Firm Information

Stephen Murphy is currently registered with Triumph Capital Management. Triumph Capital Management, headquartered in Denver, Colorado, is an investment advisor specializing in financial planning, pension consulting, and portfolio management. The firm manages approximately $421,132,382 in assets for a diverse clientele including high-net-worth individuals, pension plans, and individuals other than high-net-worth individuals. With 11 licensed agents, 16 investment advisor representatives, and 18 individuals performing investment advisory functions, Triumph Capital Management provides a comprehensive range of services to help clients achieve their financial goals.
Triumph Capital Management

1610 WYNKOOP STREET, SUITE 550

DENVER, CO 80202

$421.13M

Assets Under Management

Not reported

Total Clients

14

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 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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Stephen Murphy’s Registration & Firm History

CO

06/29/2017 - Present

Triumph Capital Management (DENVER CO)

CO

09/20/2019 - 02/11/2020

CETERA ADVISOR NETWORKS LLC (Denver CO)

CO

06/25/2019 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (Denver CO)

MD

11/04/2008 - 06/29/2017

CAMPBELL FINANCIAL SERVICES, LLC (BALTIMORE MD)

NV

10/04/2004 - 10/15/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)

MO

04/19/2000 - 10/12/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 06/06/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/25/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2010

Series 3 - National Commodity Futures Examination

BC

Issued 12/16/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 04/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Joseph Murphy.
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