Kristyna Murphy (CRD# 6998199) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Iconiq Capital, LLC | New York, NY | Aug 2021 - Current | 2 |
Unemployed | East Longmeadow, MA | Nov 2020 - Jul 2021 | < 1 |
Goldman Sachs & Company LLC | Boston, MA | Jul 2018 - Oct 2020 | 2 |
Boston College - Massachusetts | Chestnut Hill, MA | Aug 2014 - May 2018 | 3 |
J.p. Morgan & Company | New York, NY | Jun 2017 - Aug 2017 | < 1 |
Massmutual Financial Group | Springfield, MA | May 2016 - Aug 2016 | < 1 |
Abide, Inc. | East Longmeadow, MA | Jun 2015 - Aug 2015 | < 1 |
Abide, Inc. | East Longmeadow, MA | Jun 2014 - Aug 2014 | < 1 |
East Longmeadow High School | East Longmeadow, MA | Aug 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2018 |
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CA
-
Total Assets Under Management84,187MILLIONS
-
Total Number of Accounts1,477ACCOUNTS
-
Average Account Value$56,998,898
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NY, TX
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