Daniel Francis Murphy

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 12/2012 → 05/2017
  Lpl Financial
  Midlothian, VA
• 01/2014 → 06/2026
  Claris Financial, Llc
  Midlothian, VA
• 05/2017 → 10/2022
  Triad Advisors, Inc.
  Norcross, GA
• 06/2026 → Present
  Savvy
  Midlothian, VA

Previous Registrations

• 2014-01-17 → 2026-06-29
  Claris Financial, Llc
  Glen Allen, VA
  Midlothian, VA
• 2012-12-20 → 2017-05-23
  Lpl Financial Llc
  Midlothian, VA
  San Diego, CA
  Midlothian, VA
• 2006-07-14 → 2012-12-21
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Richmond, VA

Other Businesses

DFM Financial; Investment related; 14361 Sommerville Ct Suite 101, Midlothian VA 23113; entity for all revenue and expenses of IAR through Savvy; Owner/Investment Advisor; Started 01/2023; No hours devoted to this activity; No duties - only run all revenue and expenses through the entity. Palladian Asset Management, Investment Related, 14361 Sommerville Ct Suite 101, Midlothian VA 23113, serves as the DBA entity for work at Savvy, Wealth Manager, 06/30/2026, same hours as role at Savvy -this is the DBA for this role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-13
• S63 Uniform Securities Agent State Law Examination
  2002-10-04