Terrence P Murphy

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 12/2016
  Keller Williams
  Englishtown, NJ
• 01/2011 → 09/2016
  Pruco Securities Llc
  East Brunswick, NJ
• 01/2011 → 09/2016
  The Prudential Insurance Company Of America
  East Brunswick, NJ
• 02/2017 → 01/2022
  Nylife Securities Llc
  Edison, NJ
• 09/2016 → 01/2022
  New York Life Insurance Co
  Edison, NJ
• 03/2018 → 01/2022
  Eagle Strategies Llc
  Edison, NJ
• 01/2022 → 09/2023
  The Prudential Insurance Company Of America
  Barnaget, NJ
• 01/2022 → 09/2023
  Pruco Securities, Llc
  Barnaget, NJ
• 09/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manasquan, NJ
• 11/2023 → Present
  Bank Of America N.A.
  Manasquan, NJ

Previous Registrations

• 2022-01-24 → 2023-09-15
  Pruco Securities, Llc.
  Barnegat, NJ
  East Brunswick, NJ
  Barnaget, NJ
  Toms River, NJ
• 2018-03-12 → 2022-01-18
  Eagle Strategies Llc
  Edison, NJ
• 2013-08-02 → 2016-09-28
  Pruco Securities, Llc.
  East Brunswick, NJ

Other Businesses

KELLER WILLIAMS - REAL ESTATEPOSITION: Real Estate Referrals Only - not an active participant in R/E sales NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2009ADDRESS: Morganville NJ 07751, United StatesDESCRIPTION: Refer friends, acquaintances to Keller Williams licensed R/E professional and if a sale is made FP is compensated (commissions) I* 1578273, Name of OBA: keller williams reality Address: Morganville, New Jersey Investment Related: Y Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/10/2010 No Hours: 0 No Hours during trading: 0 Duties: no activity NJ real estate lic is in referral with NJ real estate commission

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-01
• S63 Uniform Securities Agent State Law Examination
  2003-06-25

Other Names

• Terrence Patrick Murphy
• Terrence P Murphy
• Terrence Murphy