Patrick J Murphy

Employer firm

Simon Quick Advisors, LLC CRD 132330

$9.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2011 → 07/2023
  Bank America, N.A.
  Princeton, NJ
• 07/2011 → 07/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 08/2011 → 07/2023
  Bank Of America, N.A.
  Princeton, NJ
• 08/2023 → 03/2026
  Bessemer Trust
  New York, NY
• 03/2026 → Present
  Simon Quick Advisors, Llc
  Morristown, NJ

Previous Registrations

• 2012-06-18 → 2023-08-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
  Rochester, NY
  Paramus, NJ
• 2005-06-17 → 2005-08-15
  Goldman Sachs Wealth Services, L.P.
  Parsippany, NJ

Exams

• S66 Uniform Combined State Law Examination
  2012-06-15

Designations

• Certified Financial Planner

Other Names

• Patrick James Murphy
• Patrick J Murphy