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Kelly Marie Murphy

Schneider Downs Wealth Management Advisors, LP

Columbus, OH

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Current Employers
Schneider Downs Wealth Management Advisors, Lp

One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-01-15
  • OH RA
    APPROVED
    Since 2020-01-15

Branch Locations

65 East State St. Suite 2000, Columbus, OH 43215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Csa Financial Advisors, Ltd. Cincinnati OH 02/2005 06/2019
Schneider Downs Wealth Management Advisors Lp Pittsburgh PA 11/2019 03/2025
Everhart Advisors Dublin OH 06/2019 11/2019
Schneider Downs Wealth Management Advisors Lp Pittsburgh PA 04/2025 Present
Previous Registrations
  • 2006-07-03 → 2019-06-14
    Cassady Schiller Wealth Management, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-06
  • S65 Uniform Investment Adviser Law Examination
    2020-03-06

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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