Brandon
Murphy

Arete Wealth Advisors, LLC

CRD#7445852
Investment Advisor
in Melville, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brandon Murphy is a financial advisor based in Melville, New York, working with Arete Wealth Advisors, LLC. Brandon has previously held positions at Northport School, Northport Soccer League, Glunta's Meat Farms, National Securities Corporation, and Arete Wealth Management, LLC. Brandon has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Brandon is part of Arete Wealth Advisors, LLC, which operates out of Melville, New York. The firm has 26 offices and 130 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Arete Wealth Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

425 Broadhollow Rd Suite 325
Melville, NY 11747

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,672,456,687

NY Average: $6,674,516,078
Total Number of Employees

130

NY Average: 44
Total Number of Accounts

5,251

NY Average: 2,564
Average Account Size

$508,942

NY Average: $2,603,165

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
  • Publication of periodicals or newsletters
  • Other

Brandon Murphy Work History

2022 - Present (2 years)

Arete Wealth Management, LLC

2017 - Present (7 years)

Glunta'S Meat Farms

2021 - 2022 (1 year)

National Securities Corporation

2016 - 2018 (2 years)

Northport Soccer League

2011 - 2020 (9 years)

Northport School

Disclosures

Please visit the SEC profile of Brandon 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 Arete Wealth Advisors, LLC

Bryson Hamilton
Chicago, IL
Daniel Diaz
Los Gatos, CA
Kenneth Bonal
Chicago, IL
David Narish
Chicago, IL
Joseph Mckinley
Chicago, IL
William Borleis
Chicago, IL
Ivan Truss
Chicago, IL
Robert Geller
Park Ridge, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started