Todd Charles Murphy

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2014 → 05/2018
  Heirloom Financial
  New Haven, CT
• 08/2015 → 04/2019
  Axa Advisors, Llc
  New York, NY
• 04/2019 → 02/2020
  Penn Mutual Life Ins. Co.
  Horsham, PA
• 05/2019 → 02/2020
  Hornor, Townsend & Kent, Llc
  Horsham, PA
• 02/2020 → 03/2021
  The Prudential Insurance Company Of America
  Shelton, CT
• 02/2020 → 03/2021
  Pruco Securities Llc
  Shelton, CT
• 03/2021 → Present
  Equitable Advisors Llc
  New York, NY

Previous Registrations

• 2020-02-20 → 2021-03-10
  Pruco Securities, Llc.
  Shelton, CT
• 2019-05-24 → 2020-02-26
  Hornor, Townsend & Kent, Llc
  Norwalk, CT
• 2015-09-21 → 2019-05-08
  Equitable Advisors, Llc
  Shelton, CT
• 2015-03-26 → 2015-07-22
  Gradient Advisors, Llc
  New Haven, CT

Other Businesses

1.) YALE UNIVERSITY SCHOOL OF MANAGEMENT POSITION: Course Facilitator NATURE: Educational Services; non-investment related, 1 hr./wk. during non-securities trading hours, Start date: 9/2016 ADDRESS: 165 Whitney Ave, New Haven CT 06511, United States DESCRIPTION: Facilitate education in the course, Interpersonal & Group Dynamics 2.) TODD MURPHY INTERPERSONAL & GROUP DYNAMIC CONSULTING POSITION: Course Facilitator NATURE: Educational Services; non-investment related; 1 hr./wk. during non-securities trading hours. ADDRESS: 108 Livingston Street, New Haven CT 06511, United States DESCRIPTION: Coaching/Facilitating small group discussions 3.) CONNECTICUT MENTAL HEALTH CENTER FOUNDATION POSITION: Board Member NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2015 ADDRESS: 34 Park Street, New Haven CT 06519, United States DESCRIPTION: Advisory Board Member advising on personnel development, project selection and community outreach 4.) NHChILD 495 BLAKE STREET, NEW HAVEN, CT, 06515, United States. Board member advising on direction and strategy for the non-profit focused on day care and educational access for children birth through age 8 5.) 11/01/2023, AK Rice Institute for the Study of Social Systems, 818 SW 3rd #221-3660, Portland, OR 97204, Board Member, 2 hrs/month, $0 comp; 6) Role: Sole proprietor Role: Facilitate Interpersonal & Group Dynamic small groups that discuss effective communication within group dynamics Address: 142 South Road Bozrah, CT 06334 Start Date: 06/01/2020 Relationship: Facilitator Details: Self Hours: 4 Insurance/Investment: No

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-08-08
• S65 Uniform Investment Adviser Law Examination
  2014-06-03

Other Names

• Todd Charles Doyle