Matthew
Murphy
Certified Advisory Corp
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About this Advisor
Matthew Murphy is a certified financial planner who works out of Altamonte Springs, Florida with 1 year of relevant experience. Murphy is an employee of Certified Advisory Corp. Over the course of their career, Murphy has held roles at Fidelity Investments, Fidelity Personal And Workplace Advisors, Certified Insurance Corp and Certified Advisory Corp. Murphy holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Florida. Certified Advisory Corp is a registered investment business that has its headquarters in Altamonte Springs, FL. It has offices in five locations and a total of 38 advisors. It handles $2 billion in assets between its 5,503 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 5,503 customer accounts, 19% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on the services. However, fee types billed by Certified Advisory Corp can consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certified Advisory Corp Brokerage Details
$1,921,925,914
38
5,503
$349,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Murphy Work History
Matthew has been registered as a financial advisor for 1 years.*
Certified Insurance Corp
Certified Advisory Corp
Fidelity Personal And Workplace Advisors
Fidelity Investments
*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 Certified Advisory Corp
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Gainesville, FL
Altamonte Springs, FL
Altamonte Springs, FL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
