Unclaimed Profile

Brian Joseph Murphy

RIDGEWAY CONGER ADVISORY SERVICES, INC·NEW WOODSTOCK, New York

Series 4, Series 7, Series 24, Series 53, Series 63Clean record15 years registeredRIDGEWAY CONGER ADVISORY SERVICES, INC

2123 MAIN STREET, NEW WOODSTOCK, NY 13122CRD# 1618217Firm CRD# 139372

Profile Verification

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

Identity

Brian Joseph Murphy · NEW WOODSTOCK, NY

Registration

CRD #1618217 · RIDGEWAY CONGER ADVISORY SERVICES, INC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RIDGEWAY CONGER ADVISORY SERVICES, INC

TRG CAPITAL MANAGEMENT, INC.

Dec 2012 – Jan 2026

JOHNSON CITY, NY

RIDGEWAY CONGER ADVISORY SERVICES

Nov 2010 – Feb 2013

NEW WOODSTOCK, NY

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · November 8, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIDGEWAY CONGER ADVISORY SERVICES, INC

CRD 139372 · SEC 801-66272

AUM

$103M

Regulatory assets under management

Employees

893 client accounts

Services offered by RIDGEWAY CONGER ADVISORY SERVICES, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RIDGEWAY CONGER ADVISORY SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does Brian Joseph Murphy offer?

Brian Joseph Murphy specializes in Financial Planning, Investment Management, Wealth Management.

What are Brian Joseph Murphy's credentials?

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

Where is Brian Joseph Murphy located?

Brian Joseph Murphy is based in NEW WOODSTOCK, New York, last registered with RIDGEWAY CONGER ADVISORY SERVICES, INC.

How does Brian Joseph Murphy charge for services?

Brian Joseph 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 RIDGEWAY CONGER ADVISORY SERVICES, INC?

RIDGEWAY CONGER ADVISORY SERVICES, INC has approximately 22 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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