Patricia Rose Murphy

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO 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

• 01/2017 → 05/2022
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2024 → Present
  Northwestern Mutual Investment Services, Llc
  Norwalk, CT
• 07/2022 → 01/2023
  Citizens Bank/Clarfeld Advisors
  Tarrytown, NY
• 03/2023 → Present
  Ymca Of Greenwich
  Greenwich, CT
• 10/2023 → 08/2024
  Matthew Greene
  Norwalk, CT
• 03/2016 → 05/2022
  Morgan Stanley
  Melville, NY
• 08/2024 → Present
  Matthew Greene
  Norwalk, CT
• 11/2024 → Present
  Ymca
  Greenwich, CT

Previous Registrations

• 2016-05-27 → 2022-05-31
  Morgan Stanley
  Providence, RI
  Purchase, NY
  Riverhead, NY
  Garden City, NY
  Melville, NY
  Hauppauge, NY
  Garden City, NY
  Port Jefferson, NY
  Jericho, NY

Other Businesses

1. Newport Condo; Investment related -Yes; Newport, Rhode Island; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2018; During business hours: 0; After business hours: 2; Property Management. 2. YMCA of Greenwich, not investment related, 50 E Putnam Ave, Greenwich, CT 06830, Swim Instructor for Kids and Adults, Since 3/2023, 5 hours spent per week, zero hours spent during trading hours, Swim Instruction. 2. 100% OWNER, 70 CARROL AVENUE, UNIT 210, 70 CARROL AVENUE, UNIT 210, GREENWICH, , CONNECTICUT, 06830, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 4/1/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PROPERTY OWNER - THIS IS A CONDOMINIUM, WHICH I RENT OUT ON AN ANNUAL BASIS (OR LONGER IF NEGOTIATED). IF REPAIRS NEED TO BE MADE TO THE CONDO, I COORDINATE WITH TENANT AND LOCAL BUSINESSES (PLUMBER, ELECTRICIAN, PAINTER ETC). ALSO, I WORK WITH A REALTOR WHEN THE RENTAL LEASE NEEDS TO BE RENEWED. INVESTMENT RELATED. 3. SWIM INSTRUCTOR, YMCA OF GREENWICH, 50 E PUTNAM AVE, GREENWICH, , CONNECTICUT, 06830, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 11/04/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, TEACHING SWIM LESSONS. NON INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-27