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Daniel James Murphy

MURPHY WEALTH MANAGEMENT GROUP, INC.·FISHKILL, New York
Clean recordMURPHY 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel James Murphy is a registered financial advisor based in FISHKILL, New York, affiliated with MURPHY WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
MURPHY WEALTH MANAGEMENT GROUP, INC.
MURPHY WEALTH MANAGEMENT GROUP
AUM
$177M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MURPHY WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1613634
Firm CRD# 277161
View on FINRA BrokerCheck →

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