Daniel Edward Murphy

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2013 → Present
  Murphy Matza Wealth Management
  New Bern, NC

Previous Registrations

• 2001-12-31 → 2009-07-08
  Ameriprise Financial Services, Llc
  New Bern, NC

Other Businesses

1. Fixed insurance sales, as of 09/23/2013, 5% of time spent during business hours, conducted at branch, investment related. 2. Co-Owner, The MME Group, Inc., a private entity created for operating securities business, as of 01/01/2000, 5% of time spent during business hours, conducted at branch, investment related. 3. Elected Town Commissioner for Town of Trent Woods, NC, as of 12/05/2013, less than 1% of time spent during business hours, not conducted at branch, not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-25
• S63 Uniform Securities Agent State Law Examination
  1997-02-19