Gregory Murphy, financial advisor Providence RI
63 score

Gregory Murphy

CRD Number: 1875783
Current Firm: Advice And Planning Services

Gregory Murphy (CRD# 1875783) is an Investment Advisor Representative working at Advice And Planning Services in Providence, RI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Providence, RI Apr 2007 - Current 9
Tiaa Providence, RI Apr 2007 - Current 9
Smith Barney / Citigroup Global Mkts Hingham, MA May 1999 - Apr 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S65 NASAA Investment Advisors Law Examination Jul 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Gregory A. Murphy
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
63

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