Connor Murphy, financial advisor Washington DC

Connor Murphy

CRD Number: 6992996
Current Firm: Fidelity Personal And Workplace Advisors

Connor Murphy (CRD# 6992996) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Washington, DC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Washington Dc, DC Jun 2018 - Current 4
Unc Chapel Hill Chapel Hill, NY Feb 2016 - May 2018 2
Veritude Washington, DC Jun 2017 - Aug 2017 < 1
Firethorne Country Club Waxhaw, NC Jun 2014 - Aug 2016 2
Autobell Car Wash Waxhaw, NC Jun 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Connor C. Murphy
Phone Number: 617-563-7000
Registered State(s):
  • DC
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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 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, WY

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