Murphy Wealth Management Group

Murphy Wealth Management Group (CRD# 277161) is a financial advisory firm headquartered in Fishkill, NY. They manage $177,604,070 in 707 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $251,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CT, FL, NC, NJ, NY, VA

Financial Advisors at Murphy Wealth Management Group
Showing 1 - 2 of 2 top financial advisors.
1
Connor P. Briggs
CRD#: 6718823
60 Merritt Blvd., Suite 106, Fishkill, NY 12524

Connor Briggs (CRD# 6718823) is an Investment Advisor Representative working at Murphy Wealth Management Group in Fishkill, NY and has over 4 years of experience in the finance industry.

2
Daniel J. Murphy
CRD#: 1613634
60 Merritt Blvd., Suite 106, Fishkill, NY 12524

Daniel Murphy (CRD# 1613634) is an Investment Advisor Representative working at Murphy Wealth Management Group in Fishkill, NY and has over 34 years of experience in the finance industry. Daniel 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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