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Stephanie Screen Murphy

CLEARLOGIC FINANCIAL, INC.·RESTON, Virginia
Series 65Clean record7 years registeredCLEARLOGIC FINANCIAL, INC.
11107 SUNSET HILLS ROAD, RESTON, VA 20190CRD# 7056248Firm CRD# 133114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Screen Murphy · RESTON, VA
Registration
CRD #7056248 · CLEARLOGIC FINANCIAL, INC. · 7 years registered
Brand Profile
Not yet started
01

Career History

APELLA WEALTH
Apr 2024 – present
CLEARLOGIC FINANCIAL, INC.
Dec 2018 – May 2024
RESTON, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 20, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLEARLOGIC FINANCIAL, INC.
CRD 133114 · SEC 801-63619
AUM
$425M
Regulatory assets under management
Employees
8
930 client accounts
Services offered by CLEARLOGIC FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLEARLOGIC FINANCIAL, INC. →
Introduction

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05

Frequently Asked Questions

What services does Stephanie Screen Murphy offer?
Stephanie Screen Murphy specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.
What are Stephanie Screen Murphy's credentials?
Stephanie Screen Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Screen Murphy located?
Stephanie Screen Murphy is based in RESTON, Virginia, working with CLEARLOGIC FINANCIAL, INC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Stephanie Screen Murphy charge for services?
Stephanie Screen 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 CLEARLOGIC FINANCIAL, INC.?
CLEARLOGIC FINANCIAL, INC. has approximately 8 employees and manages $425M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kevin Bruce Lozer
RESTON, VA
Joel David Ticknor
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