Robert
Murphy
Simplicity Wealth
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About this Advisor
Robert Murphy is a financial advisor who works out of Glastonbury, Connecticut with 2 years of industry experience. Murphy is an advisor for Simplicity Wealth. During their career, the advisor has held roles at Prudential Insurance Co Of America, Prudential Annuities Distributors, Inc, Zenith Marketing Group, The Leaders Group Inc, Futurity First Investment Services, Simplicity Wealth, LLC, First Palladium, LLC, Simplicity Financial Distributors and Simplicity Financial Investment Services. Murphy holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Simplicity Wealth is a financial advisory business that has its headquarters in Summit, NJ. The company has offices in 33 locations and a total of 46 advisors. It has $201 million in assets between its 2,342 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 2,342 client accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets. Simplicity Wealth has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically vary depending on the services provided. Fees charged by Simplicity Wealth most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$201,035,405
46
2,342
$85,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Murphy Work History
Robert has been registered as a financial advisor for 2 years.*
Simplicity Wealth, LLC
Simplicity Financial Distributors
Simplicity Financial Investment Services
First Palladium, LLC
The Leaders Group Inc
Zenith Marketing Group
Futurity First Investment Services
Prudential Insurance Co Of America
Prudential Annuities Distributors, 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 Robert 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 Simplicity Wealth
Summit, NJ
Summit, NJ
Bowling Green, KY
Summit, NJ
Summit, NJ
Summit, NJ
Denver, CO
Parker, CO
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