Thomas
Murphy
Murphy & Sylvest
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About this Advisor
Thomas Murphy is a certified financial planner and chartered financial consultant working out of Dallas, Texas with a total of 10 years of industry experience. Murphy is an advisor for Murphy & Sylvest. They have spent their whole career at Murphy & Sylvest. Murphy holds a Series 63 license, designating them as a securities representative, and is able to operate in Louisiana and Texas. Murphy & Sylvest is a company based in Dallas, TX. The firm has a total of nine advisors. It manages $163 million in total assets across its 547 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to one charitable organizations. Of its 547 accounts, 30% belong to high-net-worth clients who have at least $1 million in investable assets. The firm provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules usually vary depending on which services are offered. However, fee types billed by Murphy & Sylvest can include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Murphy & Sylvest Brokerage Details
$163,250,408
9
547
$298,447
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Thomas Murphy Work History
Thomas has been registered as a financial advisor for 10 years.*
Sylvest Advisors, 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 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 Murphy & Sylvest
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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.
