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Joseph Murphy

Strategic Advisers LLC

Seattle, WA

Seattle, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Seattle, WA • United States

1518 6Th Ave, Seattle, WA 98101-1706 • 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
Buffett Senior Healthcare Richardson TX 08/2019 09/2019
Lyft San Francisco CA 02/2019 08/2019
Elevated Strategies Inc Eugene OR 09/2017 02/2019
Maverick Fx Salt Lake City UT 06/2016 10/2017
New York Life Insurance Company Bellevue WA 10/2019 11/2023
Nylife Securities, Llc Bellevue WA 01/2020 11/2023
Eagle Strategies Llc Bellevue WA 04/2023 11/2023
Fidelity Investments Bellevue WA 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 09/2019
    Buffett Senior Healthcare
    Richardson, TX
  • 02/2019 → 08/2019
    Lyft
    San Francisco, CA
  • 09/2017 → 02/2019
    Elevated Strategies Inc
    Eugene, OR
  • 06/2016 → 10/2017
    Maverick Fx
    Salt Lake City, UT
  • 10/2019 → 11/2023
    New York Life Insurance Company
    Bellevue, WA
  • 01/2020 → 11/2023
    Nylife Securities, Llc
    Bellevue, WA
  • 04/2023 → 11/2023
    Eagle Strategies Llc
    Bellevue, WA
  • 11/2023 → Present
    Fidelity Investments
    Bellevue, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
  • 2023-04-27 → 2023-11-28
    Eagle Strategies Llc
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-26
S63 Uniform Securities Agent State Law Examination 2020-05-01
  • S66 Uniform Combined State Law Examination
    2023-04-26
  • S63 Uniform Securities Agent State Law Examination
    2020-05-01
Other Names
  • Joseph Anthony Murphy

View on SEC IAPD

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