Brandon
Murphy

Arete Wealth Advisors, LLC

CRD#7445852
Investment Advisor
in Melville, NY

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About this Advisor

Brandon Murphy is a financial advisor working out of Melville, New York. Murphy is currently employed by Arete Wealth Advisors, LLC. The advisor has gained experience at Northport School, Northport Soccer League, Glunta'S Meat Farms, National Securities Corporation and Arete Wealth Management, LLC. Murphy maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Arete Wealth Advisors, LLC is a company based in Chicago, IL. The investment advisory business has offices in 26 locations and a total of 151 people on staff. It has $2 billion in assets under management among its 5,102 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 5,102 client accounts, 72% are held by high-net-worth investors who have more than $1 million in assets. The firm offers a number 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, publication of newsletters and other services. A financial advisor's fees usually are based on which services the firm provides the client. However, fees billed by Arete Wealth Advisors, LLC likely are comprised of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

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

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Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,116,498,344

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

151

NY Average: 44
Total Number of Accounts

5,102

NY Average: 2,564
Average Account Size

$414,837

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

Brandon has been registered as a financial advisor for 0 years.*

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

*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 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

Ivan Lau
New York, NY
Robert Geller
Park Ridge, IL
Chad Minick
Chicago, IL
Candy Drahos
New York, NY
Billy Aycock
Nashville, TN
Matthew Mason
New York, NY
Logan Cox
Colleyville, TX
Alec Mckenna
New York, NY

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.

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