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James Jarvis Murchie

ENERGY INCOME PARTNERS LLC·WESTPORT, Connecticut
Series 3, Series 7, Series 63, Series 65Clean record16 years registeredENERGY INCOME PARTNERS LLC
10 WRIGHT STREET, WESTPORT, CT 06880-3115CRD# 2080728Firm CRD# 140799

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Jarvis Murchie · WESTPORT, CT
Registration
CRD #2080728 · ENERGY INCOME PARTNERS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

ENERGY INCOME PARTNERS
Jun 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · June 21, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ENERGY INCOME PARTNERS LLC
CRD 140799 · SEC 801-66907
AUM
$4.8B
Regulatory assets under management
Employees
19
145 client accounts
Services offered by ENERGY INCOME PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at ENERGY INCOME PARTNERS LLC →
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05

Frequently Asked Questions

What services does James Jarvis Murchie offer?
James Jarvis Murchie specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are James Jarvis Murchie's credentials?
James Jarvis Murchie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Jarvis Murchie located?
James Jarvis Murchie is based in WESTPORT, Connecticut, working with ENERGY INCOME PARTNERS LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does James Jarvis Murchie charge for services?
James Jarvis Murchie's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENERGY INCOME PARTNERS LLC?
ENERGY INCOME PARTNERS LLC has approximately 19 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ENERGY INCOME PARTNERS LLC

John Kavanagh Tysseland
WESTPORT, CT
Lisa Iantorno
WESTPORT, CT

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