Brian Patrick Murphy

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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:

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

Current Employers

Employment History

• 10/2009 → Present
  Mid Atlantic Capital Corporation
  Troy, OH
• 10/2009 → Present
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2009-10-26 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Troy, OH
  Troy, OH
  Troy, OH
• 2009-06-01 → 2009-10-27
  Morgan Stanley
  Beavercreek, OH
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Centerville, OH
• 2005-09-14 → 2007-04-02
  Morgan Stanley Dw Inc.
  Centerville, OH
  Centerville, OH

Other Businesses

1)MURPHY WEALTH MANAGEMENT~INVESTMENT RELATED~Fletcher Ohio ~INVESTMENT & FINANCIAL SERVICES~OWNER/FINANCIAL REPRESENTATIVE~OCTOBER 2009~40HRS PER MONTH~32HRS PER MONTH DURING MARKET~PROVIDE CLIENT WITH INVESTMENT AND FINANCIAL SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-08
• S63 Uniform Securities Agent State Law Examination
  1998-01-23