Thomas
Murphy

Bridgeway Wealth Partners, LLC

CRD#5654189
Investment Advisor
in New York, NY

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About this Advisor

Thomas Murphy is a financial advisor who works in New York, New York with a total of 1 year of relevant experience. Murphy is on the advisory team at Bridgeway Wealth Partners, LLC. Throughout their career, Murphy has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Bridgeway Wealth Partners LLC and Charlesworth & Rugg. Murphy holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in New Jersey. Bridgeway Wealth Partners, LLC is a firm operating out of New York, NY. It has a total of 11 people on staff. It manages $147 million in assets under management among its 516 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 516 customer accounts, 99% belong to high-net-worth investors who have greater than $1 million in investable assets. Bridgeway Wealth Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fees typically depend on the type of services. Fee types billed by Bridgeway Wealth Partners, LLC can consist of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

750 Lexington Avenue 9Th Floor
New York, NY 10022

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Bridgeway Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$146,668,357

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

11

NY Average: 88
Total Number of Accounts

516

NY Average: 3,892
Average Account Size

$284,241

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Thomas Murphy Work History

Thomas has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Bridgeway Wealth Partners LLC

2018 - 2020 (2 years)

Charlesworth & Rugg

2010 - 2018 (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - 2018 (8 years)

Bank Of America, N.A

*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 Thomas 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 Bridgeway Wealth Partners, LLC

Mark Kolta
New York, NY
Gilbert Dunham
New York, NY
Kevin Ross
New York, NY
Thomas Murphy
New York, NY
Shailesh Negandhi
New York, NY
Charles Pouliot
New York, NY
Mark Chiappara
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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