Robert Murphy (CRD# 3193173) is an Investment Advisor Representative working at Simplicity Wealth in Glastonbury, CT and has over 23 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Oct 2023 - Current | < 1 |
| Simplicity Wealth, LLC | Summit, NJ | Mar 2021 - Current | 3 |
| Simplicity Group | Glastonbury, CT | May 2019 - Current | 4 |
| Simplicity Financial Investment Services | Summit, NJ | Oct 2019 - Oct 2023 | 4 |
| Simplicity Financial Distributors | Stratford, CT | May 2019 - Oct 2023 | 4 |
| First Palladium, LLC | Fort Wayne, IN | Apr 2019 - May 2019 | < 1 |
| Zenith Marketing Group | Freehold, NJ | Dec 2016 - May 2019 | 2 |
| The Leaders Group Inc. | Littleton, CO | Mar 2017 - Dec 2018 | 1 |
| Futurity First Investment Services | Hartford, CT | May 2014 - Dec 2016 | 2 |
| Unemployed | Trumbull, CT | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- CT
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Total Assets Under Management3,167MILLIONS
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Total Number of Accounts6,188ACCOUNTS
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Average Account Value$511,725
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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