Sheridan
Murphy

United Advisor Group

CRD#7200156
Investment Advisor
in Cincinnati, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sheridan Murphy is a financial advisor who works out of Cincinnati, Ohio. Murphy works at United Advisor Group. Their career trajectory has included roles at Fidelity Brokerage Services, LLC, Miami University, Wayne Buildings, Hobby Lobby, Pnc Bank, Saint Xavier High School, Veritude, Oneamerica Securities, American United Life, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, United Advisor Group and Fidelity Investments. Murphy has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in Ohio. United Advisor Group is an advisory business operating in Cincinnati, Ohio. It has offices in three locations and a total of 25 employees. United Advisor Group performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by United Advisor Group can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Cincinnati, OH

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

United Advisor Group Brokerage Details

Total Number of Employees

25

Investment Advisory Services

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

Sheridan Murphy Work History

Sheridan has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

United Advisor Group

2021 - 2023 (2 years)

Cambridge Investment Research Advisors, Inc

2021 - 2023 (2 years)

Cambridge Investment Research, Inc

2020 - 2021 (1 year)

Oneamerica Securities

2020 - 2021 (1 year)

American United Life

2020 - 2020 (< 1 year)

Fidelity Investments

2019 - 2020 (1 year)

Fidelity Brokerage Services, LLC

2017 - 2019 (2 years)

Veritude

2017 - 2020 (3 years)

Fidelity Investments

2016 - 2016 (< 1 year)

Pnc Bank

2015 - 2015 (< 1 year)

Wayne Buildings

2013 - 2017 (4 years)

Miami University

2013 - 2014 (1 year)

Hobby Lobby

2009 - 2013 (4 years)

Saint Xavier High School

*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 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

Michael Deschenes
Cincinnati, OH
Raymond Gettins
Cincinnati, OH
Stacy Davis
Cincinnati, OH
John Crane
Olmsted Falls, OH
Aaron Sloan
Harrisonville, MO
Craig Wright
Cincinnati, OH
Steven Loveless
Cincinnati, OH
Sheridan Murphy
Cincinnati, OH

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started