Ronald Theodore Murphy

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2014 → 09/2022
  Ameriprise Financial Services, Inc.
  Timonium, MD
• 09/2022 → Present
  Wells Fargo Clearing Services, Llc
  Lutherville, AL

Previous Registrations

• 2014-10-17 → 2022-10-05
  Ameriprise Financial Services, Llc
  Hunt Valley, MD
• 2002-11-21 → 2014-10-21
  Equitable Advisors, Llc
  Baltimore, MD
  Baltimore, MD
  Columbia, MD
• 2000-04-12 → 2002-10-31
  Ameriprise Financial Services, Llc
  Owings Mills, MD

Other Businesses

RENTAL PROPERTY; INV. RELATED; OAKLAND,MD; 100% OWNERSHIP WITH SPOUSE; START DATE 05/03/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; BALTIMORE,MD; 100% OWNERSHIP WITH SPOUSE; START DATE 11/01/2005; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.

Exams

• S66 Uniform Combined State Law Examination
  1999-10-27

Other Names

• Ted Murphy