Murphy & Sylvest

Murphy & Sylvest (CRD# 165130) is a financial advisory firm headquartered in Dallas, TX. They manage $57,313,140 in 293 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $195,608
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Murphy & Sylvest
Showing 1 - 5 of 5 top financial advisors.
1
Kathaleen K. Bauer
CRD#: 4714638
13355 Noel Road, Suite 300, Dallas, TX 75240
93
Wealthminder
score

Kathaleen Bauer (CRD# 4714638) is an Investment Advisor Representative working at Murphy & Sylvest in Dallas, TX and has over 13 years of experience in the finance industry.

2
Adrienne D. Anthony
CRD#: 6078759
13355 Noel Road, Suite 300, Dallas, TX 75240
88
Wealthminder
score

Adrienne Anthony (CRD# 6078759) is an Investment Advisor Representative working at Murphy & Sylvest in Dallas, TX and has over 2 years of experience in the finance industry.

3
Jordan D. Durham
CRD#: 6632798
13355 Noel Road, Suite 300, Dallas, TX 75240
87
Wealthminder
score

Jordan Durham (CRD# 6632798) is an Investment Advisor Representative working at Murphy & Sylvest in Dallas, TX and has 1 year of experience in the finance industry.

4
Susan A. Sylvest
CRD#: 1315321
13355 Noel Road, Suite 300, Dallas, TX 75240
83
Wealthminder
score

Susan Sylvest (CRD# 1315321) is an Investment Advisor Representative working at Murphy & Sylvest in Dallas, TX and has over 22 years of experience in the finance industry.

5
Thomas E. Murphy
CRD#: 1736708
13355 Noel Road, Suite 300, Dallas, TX 75240
71
Wealthminder
score

Thomas Murphy (CRD# 1736708) is an Investment Advisor Representative working at Murphy & Sylvest in Dallas, TX and has over 29 years of experience in the finance industry. Thomas Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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