Unclaimed Profile

David Keith Murdock

BORDEAUX WEALTH ADVISORS LLC·MENLO PARK, California

Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65Clean record27 years registeredBORDEAUX WEALTH ADVISORS LLC

1550 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 2280830Firm CRD# 287758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Keith Murdock · MENLO PARK, CA

Registration

CRD #2280830 · BORDEAUX WEALTH ADVISORS LLC · 27 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2025 – present

BORDEAUX WEALTH ADVISORS

Apr 2017 – Oct 2025

Southlake, TX

BROWNSON, REHMUS & FOXWORTH

May 2016 – Apr 2017

MENLO PARK, CA

BROWNSON, REHMUS & FOXWORTH, INC.

Feb 2015 – May 2016

CHICAGO, IL

SILVERCREST ASSET MANAGEMENT GROUP LLC

May 2013 – Jun 2014

LOS ANGELES, CA

ERNST & YOUNG INVESTMENT ADVISERS LLP

Feb 2003 – Oct 2005

BOSTON, MA

AXA ADVISORS, LLC

Sep 1998 – Jan 2003

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 26

Series 53

Series 63

Series 65

Registration record

First registered · September 29, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BORDEAUX WEALTH ADVISORS LLC

CRD 287758 · SEC 801-110221

AUM

$4.4B

Regulatory assets under management

Employees

247 client accounts

Services offered by BORDEAUX WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BORDEAUX WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David Keith Murdock offer?

David Keith Murdock specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.

What are David Keith Murdock's credentials?

David Keith Murdock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Keith Murdock located?

David Keith Murdock is based in MENLO PARK, California, working with BORDEAUX WEALTH ADVISORS LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does David Keith Murdock charge for services?

David Keith Murdock's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BORDEAUX WEALTH ADVISORS LLC?

BORDEAUX WEALTH ADVISORS LLC has approximately 35 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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