Matthew
Murphy
Sanctuary Advisors, LLC
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About this Advisor
Matthew Murphy is a financial advisor operating out of Montgomery, Alabama, who has 1 year of relevant experience. Murphy works at Sanctuary Advisors, LLC. Their career trajectory has included roles at Ubs Financial Services Inc, Sanctuary Securities, Inc and Sanctuary Advisors, LLC. Murphy has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama and Texas. Sanctuary Advisors, LLC is a registered investment company that has its headquarters in Indianapolis, IN. The firm has offices in 80 locations and a total of 510 employees. It oversees $16 billion in total assets across its 38,933 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 47 charitable organizations. Of its 38,933 customer accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees vary depending on the type of financial services provided. However, fee types charged by Sanctuary Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$16,220,200,000
510
38,933
$416,618
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Murphy Work History
Matthew has been registered as a financial advisor for 1 years.*
Sanctuary Securities, Inc
Sanctuary Advisors, LLC
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sanctuary Advisors, LLC
Short Hills, NJ
Short Hills, NJ
Aliso Viejo, CA
Short Hills, NJ
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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