Sheridan
Murphy
United Advisor Group
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About this Advisor
Sheridan Murphy is a financial advisor based in Cincinnati, Ohio, working with United Advisor Group. Sheridan has previously held positions at Fidelity Brokerage Services, LLC, Miami University, Wayne Buildings, Pnc Bank, Veritude, Oneamerica Securities, American United Life, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, United Advisor Group, and Fidelity Investments. Sheridan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Sheridan is part of United Advisor Group, which operates out of Cincinnati, Ohio. The firm has 18 offices and 35 employees. The firm manages assets totaling $578.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at United Advisor Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Advisor Group Brokerage Details
$578,774,254
35
5,955
$97,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Sheridan Murphy Work History
United Advisor Group
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Oneamerica Securities
American United Life
Fidelity Investments
Fidelity Brokerage Services, LLC
Veritude
Fidelity Investments
Pnc Bank
Wayne Buildings
Miami University
Disclosures
Please visit the SEC profile of Sheridan 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 United Advisor Group
Cincinnati, OH
Idaho Falls, ID
Cincinnati, OH
Cincinnati, OH
Franklin, TN
Miamisburg, OH
Castle Rock, CO
Springfield, MO
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