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Daniel James Murphy

MURPHY WEALTH MANAGEMENT GROUP, INC.·FISHKILL, New York
SIE, Series 6, Series 22, Series 24, Series 62, Series 63CFPClean record28 years registeredMURPHY WEALTH MANAGEMENT GROUP, INC.
60 MERRITT BLVD., FISHKILL, NY 12524CRD# 1613634Firm CRD# 277161

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel James Murphy · FISHKILL, NY
Registration
CRD #1613634 · MURPHY WEALTH MANAGEMENT GROUP, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

MURPHY WEALTH MANAGEMENT GROUP
May 2021 – present
MURPHY WEALTH MANAGEMENT GROUP
Sep 2015 – Dec 2017
FISHKILL, NY
LPL FINANCIAL LLC
Nov 1997 – Sep 2016
LAGRANGEVILLE, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 22
Series 24
Series 62
Series 63
Registration record
First registered · November 17, 1997
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MURPHY WEALTH MANAGEMENT GROUP, INC.
CRD 277161 · SEC 801-108780
AUM
$177M
Regulatory assets under management
Employees
6
816 client accounts
Services offered by MURPHY WEALTH MANAGEMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MURPHY WEALTH MANAGEMENT GROUP, INC. →
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05

Frequently Asked Questions

What services does Daniel James Murphy offer?
Daniel James Murphy specializes in Financial Planning, Investment Management. Contact their office in FISHKILL, New York for a consultation.
What are Daniel James Murphy's credentials?
Daniel James Murphy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel James Murphy located?
Daniel James Murphy is based in FISHKILL, New York, working with MURPHY WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the FISHKILL metropolitan area and surrounding communities.
How does Daniel James Murphy charge for services?
Daniel James Murphy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MURPHY WEALTH MANAGEMENT GROUP, INC.?
MURPHY WEALTH MANAGEMENT GROUP, INC. has approximately 6 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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