Gene
Murphy

Four Points Advisors, LLC

CRD#4739772
Investment Advisor
in New York, NY

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About this Advisor

Gene Murphy is a financial advisor based in New York, New York, working with Four Points Advisors, LLC. Gene has previously held positions at Four Points Capital Partners, Four Points Advisors, Four Points Insurance Agency, Compliance Risk Concepts, Ifp Securities, Stackin Financial, LLC, Arlington Capital Services, LLC, Stockpile Investments, Inc, Pennhaven Brokerage Partners, LLC, Nium, Inc, Tcbi Securities, Mirae Asset Wealth Management Usa, Inc, and Melius Research. Gene has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in New York. Currently, Gene is part of Four Points Advisors, LLC, which operates out of New York, New York. The firm has 6 employees and manages assets totaling $30.6 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Four Points Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

99 Park Avenue Floor 8
New York, NY 10016

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Four Points Advisors, LLC Brokerage Details

Total Assets Under Management

$30,566,124

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

122

NY Average: 3,892
Average Account Size

$250,542

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Gene Murphy Work History

2018 - Present (6 years)

Compliance Risk Concepts

2015 - Present (9 years)

Four Points Advisors

2015 - Present (9 years)

Four Points Insurance Agency

2011 - Present (13 years)

Four Points Capital Partners

2021 - 2022 (1 year)

Tcbi Securities

2021 - 2022 (1 year)

Mirae Asset Wealth Management Usa, Inc

2021 - 2021 (< 1 year)

Melius Research

2020 - 2020 (< 1 year)

Stockpile Investments, Inc

2020 - 2022 (2 years)

Pennhaven Brokerage Partners, LLC

2020 - 2021 (1 year)

Nium, Inc

2019 - 2020 (1 year)

Ifp Securities

2019 - 2021 (2 years)

Stackin Financial, LLC

2019 - 2020 (1 year)

Arlington Capital Services, LLC

Disclosures

Please visit the SEC profile of Gene 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 Four Points Advisors, LLC

Wingate Grim
New York, NY
Kwok Chiu
New York, NY
Alfred Denis
New York, NY
Gene Murphy
New York, NY
Michael Odonohue
Valley Cottage, NY
Douglas Magnuson
New York, NY

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.

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