Matthew Murphy, financial advisor The Villages FL
93 score

Matthew Murphy

CRD Number: 4485293
Current Firm: Strategic Advisers, Inc.

Matthew Murphy (CRD# 4485293) is an Investment Advisor Representative working at Strategic Advisers, Inc. in The Villages, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Tampa, FL Nov 2010 - Current 6
Murphy And Company Orlando, FL Oct 2006 - Nov 2010 4
New York Life Insurance Orlando, FL Dec 2003 - Nov 2010 6
Nylife Securities Inc. Orlando, FL Dec 2003 - Aug 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S66 NASAA Uniform Combined State Law Examination Jul 2006
Contact Info for Matthew P. Murphy
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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