Garrison Murphy Wealth Management, LLC
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About this Advisor
Todd Murphy is a certified financial planner and chartered financial analyst operating in East Aurora, New York with 2 years of industry experience. Murphy is currently employed by Garrison Murphy Wealth Management, LLC. Over the course of their career, they have held roles at Garrison Murphy Wealth Management, LLC, Wilmington Trust Investment Advisors, Inc and Mtb Investment Advisors, Inc. Murphy holds a Series 63 license, qualifying them as a securities agent, and is able to advise clients in New York. Garrison Murphy Wealth Management, LLC is a financial advisory company operating in East Aurora, New York. The investment advisory business has just two people on staff. It has $191 million in assets under management between its 145 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 145 client accounts, 96% are associated with high-net-worth investors who have greater than $1 million in assets. Garrison Murphy Wealth Management, LLC provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on the financial services offered. However, fee types charged by Garrison Murphy Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
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Garrison Murphy Wealth Management, LLC Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Todd Murphy Work History
Todd has been registered as a financial advisor for 2 years.*
Garrison Murphy Wealth Management, LLC
Wilmington Trust Investment Advisors, Inc
Mtb Investment Advisors, Inc
*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.
Please visit the SEC profile of Todd 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 Garrison Murphy Wealth Management, LLC
East Aurora, 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 firstname.lastname@example.org.
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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.