Connor Francis Murphy

Employer firm

Cachetech CRD 327688

$547M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 07/2015 → 10/2017
  Schwab Wealth Investment Advisory, Inc.
  Lone Tree, CO
• 10/2017 → 01/2020
  Charles Schwab Investment Advisory, Inc.
  Lone Tree, CO
• 01/2020 → Present
  Charles Schwab Investment Management, Inc
  Lone Tree, CO
• 03/2024 → Present
  Cachetech Inc.
  Logan, UT

Previous Registrations

• 2022-03-08 → 2024-02-06
  Charles Schwab Investment Management, Inc
  San Francisco, CA
  Lone Tree, CO
• 2018-01-02 → 2022-03-08
  Charles Schwab Investment Advisory, Inc.
  Lone Tree, CO
  San Francisco, CA
• 2017-05-12 → 2018-01-02
  Schwab Wealth Investment Advisory, Inc.
  Lone Tree, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-12