Unclaimed Profile

Nicholas James Murphy

COUNTERWEIGHT VENTURES, LLC·WILMINGTON, North Carolina

SIE, Series 7, Series 9, Series 10, Series 66CFPClean record23 years registeredCOUNTERWEIGHT VENTURES, LLC

404 N. 3RD STREET, WILMINGTON, NC 28401CRD# 4557550Firm CRD# 327880

Profile Verification

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

Identity

Nicholas James Murphy · WILMINGTON, NC

Registration

CRD #4557550 · COUNTERWEIGHT VENTURES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

COUNTERWEIGHT PRIVATE WEALTH

Oct 2023 – present

TRUCLARITY WEALTH ADVISORS

Sep 2021 – Oct 2023

WILMINGTON, NC

RBC CAPITAL MARKETS, LLC

Oct 2006 – Sep 2021

RALEIGH, NC

RBC CENTURA SECURITIES INC.

Aug 2004 – Oct 2006

DURHAM, NC

WADDELL & REED, INC.

Oct 2002 – Jul 2004

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · October 3, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COUNTERWEIGHT VENTURES, LLC

CRD 327880 · SEC 801-128694

AUM

$137M

Regulatory assets under management

Employees

291 client accounts

Services offered by COUNTERWEIGHT VENTURES, 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 COUNTERWEIGHT VENTURES, LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas James Murphy offer?

Nicholas James Murphy specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, North Carolina for a consultation.

What are Nicholas James Murphy's credentials?

Nicholas James Murphy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nicholas James Murphy located?

Nicholas James Murphy is based in WILMINGTON, North Carolina, working with COUNTERWEIGHT VENTURES, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Nicholas James Murphy charge for services?

Nicholas James Murphy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COUNTERWEIGHT VENTURES, LLC?

COUNTERWEIGHT VENTURES, LLC has approximately 3 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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