Gregory Sean 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

• 09/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 08/2009 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*91428 For profit or not for profit: For-Profit Organization Name of outside business organization: Grizzly Hilton Inc Investment related: N Address of business: Suisun City, California 94585 Nature of business: S-Corp, Position, title, association: Owner, Start date of relationship: 4/1/2016 Number of hours devoted: 5 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: members have ownership in cabin. Responsibilities like any second property include upkeep and the payment of bills I*: 1767526 Entity Type: Entity For Profit Name of OBA: Apple Tree Village LLC Address: Sacramento, CA Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/01/2024 Number of Hours: 4 hrs annually Number of Hours during trading: 0 Duties: I previously held a 4% interest in the LLC and had reported it as a private investment. Now that my ownership has changed due to a death in the family the systems says it should be reported as a outside business activity. The LLC is a family business and with my mothers passing my interest has increased from 4% to 33.33%. My 2 brothers each also own a 33.33% interest. Previously this was a 179 unit mobile home park, located in Paradise CA, but it was destroyed during the CA wildfires. Currently the LLC consists of 25 acres of land.

Exams

• S66 Uniform Combined State Law Examination
  1998-12-15
• S63 Uniform Securities Agent State Law Examination
  1994-11-07