Melanie MurphyCRD Number: 7533542
Current Firm: Cerity Partners LLC
Melanie Murphy (CRD# 7533542) is an Investment Advisor Representative working at Cerity Partners LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
|Cerity Partners||San Francisco, CA||Mar 2022 - Current||1|
|Pricewaterhousecoopers LLP||San Francisco, CA||Jan 2021 - Feb 2022||1|
|Unemployed||Oak Bluffs, MA||Jul 2020 - Dec 2020||< 1|
|Full Time Education||Waltham, MA||Aug 2019 - Jun 2020||< 1|
|Pricewaterhousecoopers LLP||Boston, MA||Jun 2019 - Aug 2019||< 1|
|Full-time Education||Waltham, MA||Aug 2018 - Jun 2019||< 1|
|Unemployment||Oak Bluffs, MA||Jul 2018 - Aug 2018||< 1|
|Full Time Education||Waltham, MA||Aug 2017 - Jun 2018||< 1|
|Unemployed||Oak Bluffs, MA||Jul 2017 - Aug 2017||< 1|
|Full-time Education||Waltham, MA||Sep 2016 - Jun 2017||< 1|
|Keurig Green Mountain, Inc.||Burlington, MA||Sep 2016 - Jan 2017||< 1|
|Garde East (g Hospitality)||Vineyard Haven, MA||Jun 2016 - Aug 2016||< 1|
|Vineyard Vines||Oak Bluffs, MA||Jun 2016 - Aug 2016||< 1|
|Full-time Education||Waltham, MA||Sep 2015 - May 2016||< 1|
|Nancy's Restaurant||Oak Bluffs, MA||Jun 2015 - Aug 2015||< 1|
|Vineyard Vines||Oak Bluffs, MA||Jun 2015 - Aug 2015||< 1|
|Full-time Education||Pomfret, CT||Sep 2014 - Jun 2015||< 1|
|Nancy's Restaurant||Oak Bluffs, MA||Jun 2014 - Aug 2014||< 1|
|Full-time Education||Andover, MA||Mar 2012 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2022|
Total Assets Under Management53,331MILLIONS
Total Number of Accounts11,327ACCOUNTS
Average Account Value$4,708,302
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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