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 5 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Washington DC
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Washington DC
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Washington DC

CRD# 2962660
Grove Point Advisors, LLC
Company Name Location Dates Years
Fidelity Brokerage Services LLC Washington Dc, DC Jun 2018 - Current 5
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
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
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
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.