Unclaimed Profile

John Moylan Murphy

SOMERSET GROUP LLC·WAYZATA, Minnesota

Clean record12 years registeredSOMERSET GROUP LLC

15600 WAYZATA BLVD, WAYZATA, MN 55391CRD# 2240158Firm CRD# 160282

Profile Verification

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

Identity

John Moylan Murphy · WAYZATA, MN

Registration

CRD #2240158 · SOMERSET GROUP LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOMERSET GROUP LLC

SOMERSET GROUP LLC

Jan 2014 – Nov 2024

BOCA GRANDE, FL

Registrations & Exams

Registration record

First registered · January 23, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOMERSET GROUP LLC

CRD 160282 · SEC 801-73020

AUM

$146M

Regulatory assets under management

Employees

168 client accounts

Services offered by SOMERSET GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOMERSET GROUP LLC →

Introduction

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Frequently Asked Questions

What services does John Moylan Murphy offer?

John Moylan Murphy specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are John Moylan Murphy's credentials?

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

Where is John Moylan Murphy located?

John Moylan Murphy is based in WAYZATA, Minnesota, last registered with SOMERSET GROUP LLC.

How does John Moylan Murphy charge for services?

John Moylan Murphy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOMERSET GROUP LLC?

SOMERSET GROUP LLC has approximately 3 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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