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Charles Murphy

Mml Investors Services, LLC

Newtown, PA

Newtown Square, PA

CRD 8084878

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Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-11
  • PA RA
    APPROVED
    Since 2025-08-11

Branch Locations

Newtown, PA • United States

16 Campus Blvd Suite 200, Newtown Square, PA 19073 • 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
Massmutual Life Insurance Co Newtown Square PA 09/2024 Present
Mml Investors Services, Llc Newtown Square PA 05/2025 Present
Ymca Greater Brandywine West Chester PA 06/2023 01/2025
West Chester University West Chester PA 08/2021 05/2025
Council Rock North Newtown PA 09/2017 06/2021
Newtown Middle School Newtown PA 09/2014 06/2017
  • 09/2024 → Present
    Massmutual Life Insurance Co
    Newtown Square, PA
  • 05/2025 → Present
    Mml Investors Services, Llc
    Newtown Square, PA
  • 06/2023 → 01/2025
    Ymca Greater Brandywine
    West Chester, PA
  • 08/2021 → 05/2025
    West Chester University
    West Chester, PA
  • 09/2017 → 06/2021
    Council Rock North
    Newtown, PA
  • 09/2014 → 06/2017
    Newtown Middle School
    Newtown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-01
  • S66 Uniform Combined State Law Examination
    2025-08-01
Other Names
  • Charlie Murphy
  • Charles Patrick Murphy

View on SEC IAPD

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