Connor Murphy

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2018 → 10/2019
  Nylife Securities Llc
  Maitland, FL
• 09/2017 → 10/2019
  New York Life Insurance Co.
  Maitland, FL
• 10/2015 → 03/2017
  Fields Bmw
  Winter Park, FL
• 04/2017 → 08/2017
  Unemployed
  Orlando, FL
• 11/2019 → 05/2020
  Unemployed
  Orlando, FL
• 06/2020 → 08/2021
  Fidelity Investments
  Jacksonville, FL
• 08/2021 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2021 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-06
• S63 Uniform Securities Agent State Law Examination
  2018-09-04

Other Names

• Connor Murphy
• Connor Macullough Murphy