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Andrew Cobb Murphy

Osaic Wealth, Inc.

Raleigh, NC

Raleigh, NC

CRD 8141347

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

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
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-10
  • NC RA
    APPROVED
    Since 2025-12-10

Branch Locations

900 Ridgefield Drive Suite 130, Raleigh, NC 27609 • United States

Raleigh, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Globant Raleigh NC 03/2022 06/2025
Elevated Independent Energy Denver CO 01/2021 03/2022
Ember Hostels Denver CO 11/2019 01/2021
Sturgeon Electric Denver CO 07/2019 10/2019
Duro Electric Denver CO 02/2019 06/2019
Hi Altitude Sales & Consulting Denver CO 09/2018 02/2019
Cascadia Vehicle Tents Bend OR 03/2017 12/2017
Goodlife Brewing Bend OR 03/2018 09/2018
Kirk's Cookies, Llc Dba Captain Cookie And The Milkman Raleigh NC 10/2015 03/2017
Wealth Advisors Of Raleigh, Inc Raleigh NC 07/2025 Present
Osaic Wealth, Inc. Raleigh NC 08/2025 Present
  • 03/2022 → 06/2025
    Globant
    Raleigh, NC
  • 01/2021 → 03/2022
    Elevated Independent Energy
    Denver, CO
  • 11/2019 → 01/2021
    Ember Hostels
    Denver, CO
  • 07/2019 → 10/2019
    Sturgeon Electric
    Denver, CO
  • 02/2019 → 06/2019
    Duro Electric
    Denver, CO
  • 09/2018 → 02/2019
    Hi Altitude Sales & Consulting
    Denver, CO
  • 03/2017 → 12/2017
    Cascadia Vehicle Tents
    Bend, OR
  • 03/2018 → 09/2018
    Goodlife Brewing
    Bend, OR
  • 10/2015 → 03/2017
    Kirk's Cookies, Llc Dba Captain Cookie And The Milkman
    Raleigh, NC
  • 07/2025 → Present
    Wealth Advisors Of Raleigh, Inc
    Raleigh, NC
  • 08/2025 → Present
    Raleigh, NC
Other Businesses

ANDREW MURPHY DBA WEALTH ADVISORS OF RALEIGH, INC. POSITION: Agent/Insurance Producer NATURE: Wealth Advisors of Raleigh, Inc. is a corporation owned by James W McKay, for which I act as a 1099 contractor. I am not employed by Wealth Advisors of Raleigh, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/20/2026 ADDRESS: 900 Ridgefield Drive, Suite 130, Raleigh NC 27609, United States DESCRIPTION: Outbound prospecting, prospecting inbound leads, KYC collection, field underwriting/due diligence, matching customer needs to the correct insurance option, writing insurance business, managing insurance business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
  • S66 Uniform Combined State Law Examination
    2025-11-25

View on SEC IAPD

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