Darlene Marie Murphy

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/1991 → 11/2021
  Wellesley Investment Advisors
  Wellesley, MA
• 03/2025 → Present
  Advisory Services Network, Llc
  Atlanta, GA
• 09/2022 → Present
  Reagan & Company, Pc
  Leominster, MA
• 01/2020 → 06/2022
  Coachworth, Llc
  Concord, MA

Previous Registrations

• 1994-04-14 → 2024-08-15
  Wellesley Asset Management, Inc.
  Wellesley, MA
• 2009-07-15 → 2010-12-31
  Sudbury Wealth Management, Inc
  Sudbury, MA

Other Businesses

1) REAGAN & COMPANY, PC: Reagan & Company is a CPA firm, engaged in provision of public accounting services. Darlene Murphy is the owner and President of the firm, since 2022. Darlene devotes over half her professional time to the firm, approximately 120 hrs/month, 8 hrs during trading hours. She is responsible for the oversight and direction of the business and its team of professionals. 2) REAGAN WEALTH ADVISORS, INC: owner/member since 2023. This is a service company for tax and expense purposes. Time spent 2 hours per month, none during trading. Not an investment related activity. 3) WELLESLEY ASSET MANAGEMENT, INC. : Wellesley Asset Management is an SEC-registered investment advisory firm, which Darlene Murphy co-founded in 1991. While Ms. Murphy is a part owner of the firm, this is a passive investment. She performs no duties and is no longer an access person. Time spent 0 hours.

Designations

• Certified Financial Planner