Best Investors Account Sign in

Katharine Ann Murphy

Strategic Advisers LLC

Pittsburgh, PA

Cranberry Twp, PA

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States

Cranberry Twp, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
H. Beck, Inc. Rockville MD 10/2018 08/2019
Kpmg, Llp Pittsburgh PA 10/2014 10/2018
The Ayco Company, L.P./Mercer Allied Canonsburg PA 09/2019 01/2021
Goldman Sachs & Co. Llc Canonsburg PA 01/2021 03/2023
Fidelity Investments Pittsburgh PA 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2018 → 08/2019
    H. Beck, Inc.
    Rockville, MD
  • 10/2014 → 10/2018
    Kpmg, Llp
    Pittsburgh, PA
  • 09/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Canonsburg, PA
  • 01/2021 → 03/2023
    Goldman Sachs & Co. Llc
    Canonsburg, PA
  • 03/2023 → Present
    Fidelity Investments
    Pittsburgh, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pittsburgh, PA
  • 2019-10-10 → 2023-03-31
    Goldman Sachs Wealth Services, L.P.
    Canonsburg, PA
  • 2019-05-08 → 2019-09-06
    Grove Point Investments, Llc
    Moon Township, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-06
  • S66 Uniform Combined State Law Examination
    2019-05-06
Other Names
  • Katie A Michaelis
  • Katharine Ann Michaelis
  • Katharine A Michaelis
  • Katharine A Murphy

View on SEC IAPD

Other Firms

ALLEGHENY FINANCIAL GROUP
ALLEGHENY INVESTMENTS
ANALYTX CAPITAL MANAGEMENT LP
CWM, LLC
LPL FINANCIAL LLC
DS WEALTH ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WESBANCO SECURITIES, INC.

Other Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

More in Pittsburgh, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor