Unclaimed Profile

Brian Potter Murphy

PORTFOLIO ADVISORS LLC·DARIEN, Connecticut

Clean record19 years registeredPORTFOLIO ADVISORS LLC

9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820CRD# 4354852Firm CRD# 105981

Profile Verification

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

Identity

Brian Potter Murphy · DARIEN, CT

Registration

CRD #4354852 · PORTFOLIO ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PORTFOLIO ADVISORS LLC

PORTFOLIO ADVISORS LLC

Sep 2006 – Dec 2016

DARIEN, CT

Registrations & Exams

Registration record

First registered · September 25, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO ADVISORS LLC

CRD 105981 · SEC 801-46369

AUM

$42.2B

Regulatory assets under management

Employees

158

116 client accounts

Services offered by PORTFOLIO ADVISORS LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at PORTFOLIO ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Brian Potter Murphy offer?

Brian Potter Murphy specializes in Investment Management, Retirement Planning, Wealth Management.

What are Brian Potter Murphy's credentials?

Brian Potter Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Potter Murphy located?

Brian Potter Murphy is based in DARIEN, Connecticut, last registered with PORTFOLIO ADVISORS LLC.

How does Brian Potter Murphy charge for services?

Brian Potter Murphy's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO ADVISORS LLC?

PORTFOLIO ADVISORS LLC has approximately 158 employees and manages $42.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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