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Julie G Murphy

Morgan Stanley

Port Jefferson, NY

CRD 5806072

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-08
NY RA APPROVED 2023-07-24
  • TX RA
    APPROVED
    Since 2023-08-08
  • NY RA
    APPROVED
    Since 2023-07-24

Branch Locations

414 Main Street Suite 101, Port Jefferson, NY 11777 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc New York NY 07/2012 02/2020
Jpmorgan Chase Bank Na New York NY 02/2020 05/2023
Morgan Stanley Port Jefferson NY 06/2023 Present
Morgan Stanley Private Bank, N.A New York NY 07/2023 Present
  • 07/2012 → 02/2020
    Jpmorgan Securities Llc
    New York, NY
  • 02/2020 → 05/2023
    Jpmorgan Chase Bank Na
    New York, NY
  • 06/2023 → Present
    Morgan Stanley
    Port Jefferson, NY
  • 07/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-11-14
  • S63 Uniform Securities Agent State Law Examination
    2012-11-14
Designations
  • Chartered Financial Analyst
Other Names
  • Julie Fitzpatrick
  • Julie Grace Fitzpatrick
  • Julie Grace Murphy

View on SEC IAPD

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