Matthew Murphy, financial advisor Anderson SC

Matthew Murphy

CRD Number: 5042532
Current Firm: Truist Advisory Services, Inc.

Matthew Murphy (CRD# 5042532) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Anderson, SC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services Inc. Atlanta, GA Mar 2019 - Current 2
Suntrust Bank Anderson, SC Mar 2019 - Current 2
Suntrust Advisory Services, Inc. Atlanta, GA Mar 2019 - Current 2
Regions Bank Ruston, LA Jul 2013 - Mar 2019 5
Cetera Investment Services St Cloud, MN Sep 2013 - Feb 2019 5
Cetera Investment Advisers LLC Schaumburg, IL Sep 2013 - Feb 2019 5
J.p. Morgan Securities LLC Windsor, CO Nov 2012 - Jul 2013 < 1
Jp Morgan Chase Bank Ruston, LA Nov 2012 - Jul 2013 < 1
Chase Investment Services Corp Windsor, CO Aug 2009 - Jul 2013 3
Jpmorgan Chase Bank Na Windsor, CO Aug 2009 - Nov 2012 3
Self - Employed Ft Collins, CO Jul 2009 - Nov 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Matthew R. Murphy
Phone Number: 404-827-6461
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    53,898
    MILLIONS
  • Total Number of Accounts
    124,678
    ACCOUNTS
  • Average Account Value
    $432,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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