Stephen
Murphy

Eagle Strategies LLC

CRD#5588696
Investment Advisor
in New York, NY

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About this Advisor

Stephen Murphy is a financial advisor working out of New York, New York who has 7 years of relevant experience. Murphy works at Eagle Strategies LLC. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investments Services, LLC, M Holdings Securities, Inc, Chernoff Diamond and New York Life. Murphy holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in New Jersey. Eagle Strategies LLC is a registered investment business operating out of New York, NY. The firm has offices in 828 locations and a total of 2,392 financial advisors. It has $17 billion in assets across its 87,580 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company provides a diverse range of services, such as 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 usually depend on the services provided. However, fees charged by Eagle Strategies LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

51 Madison Avenue 12Th Floor
New York, NY 10010

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

NY Average: 88
Total Number of Accounts

87,580

NY Average: 3,892
Average Account Size

$190,309

NY Average: $1,917,921

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

Stephen Murphy Work History

Stephen has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

New York Life

2013 - 2015 (2 years)

M Holdings Securities, Inc

2013 - 2015 (2 years)

Chernoff Diamond

2008 - 2013 (5 years)

Northwestern Mutual Life Insurance Company

2008 - 2013 (5 years)

Northwestern Mutual Investments Services, LLC

*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 Stephen 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 Eagle Strategies LLC

Louis Orsatti
Waltham, MA
Zachary Wong
Gig Harbor, WA
John Schweitzer
Overland Park, KS
Kristen Han
Bayside, NY
Kyoung Lee
Fairfax, VA
Christopher Mcdonald
Chicago, IL
Lynzie Wolters
Roseville, CA

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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