Creede Murphy, financial advisor San Diego CA
89 score

Creede Murphy

CRD Number: 6235625
Current Firm: American Assets Capital Advisers, LLC

Creede Murphy (CRD# 6235625) is an Investment Advisor Representative working at American Assets Capital Advisers, LLC in San Diego, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Score
106
Similar Advisors
Thomas Brenner, financial advisor San Diego CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Score
106
Similar Advisors
John O'Reilly, financial advisor San Diego CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
Score
103
Company Name Location Dates Years
American Assets Capital Advisers, LLC San Diego, CA Sep 2014 - Current 2
American Assets Investment Management San Diego, CA Mar 2013 - Sep 2014 1
American Asset Investment Management San Diego, CA Jun 2011 - Mar 2013 1
Gateway Partners Inc. San Diego, CA Jan 2011 - Jun 2011 < 1
Creede Murphy Design San Diego, CA Jan 2007 - Jan 2011 4
Placemakers San Diego, CA Jan 2007 - Jan 2011 4
Mouzon Design Albuquerque, NM Jan 2000 - Jan 2011 11
Stantec San Diego, CA May 2008 - Aug 2008 < 1
Dekker/perich/sabatini Albuquerque, NM May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Creede E. Murphy
Phone Number: 858-345-1470
Registered State(s):
  • CA
  • FL
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    154
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $6,429,167
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, PA, TX

Ready to hire a financial advisor? Get competitive proposals from Creede Murphy and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.