Colleen Mary Murphy

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2012 → Present
  Colleen Murphy, Consultant
  Naples, FL
• 03/2017 → Present
  Cwa Asset Management Group
  Naples, FL

Previous Registrations

• 2005-01-25 → 2007-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bonita Springs, FL
  Naples, FL
• 2003-12-12 → 2004-11-03
  Keybanc Capital Markets Inc.
  Bonita Springs, FL

Other Businesses

MOLLY CORPORATION; COLLEEN M MURPHY CRPA PC; NY STATE FAIR; MURBRO SERVICE CORP; MURBRO PARKING, INC.; M PARKING CORP; MURBRO SERVICE CORP. 1.Shareholder/bookkeeper for two small real estate LLCs; 2. Consultant for the parking office during the NYS Fair- responsible for parking revenue operations during the two weeks the Fair operates each year

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-02
• S66 Uniform Combined State Law Examination
  2003-12-09
• S63 Uniform Securities Agent State Law Examination
  1994-02-17

Other Names

• Colleen Murphy
• Colleen M Murphyskapura
• Colleen Skapura