Stephen
Murphy

Credit Suisse Securities (Usa) LLC

CRD#2274169
Investment Advisor
in New York, NY

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About this Advisor

Stephen Murphy is a financial advisor based out of New York, New York with 13 years of industry experience. Murphy works at Credit Suisse Securities (Usa) LLC. Their career trajectory has included roles at Credit Suisse Securities (Usa) LLC and Credit Suisse Asset Management LLC. Murphy maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Credit Suisse Securities (Usa) LLC is an advisory firm that has its headquarters in New York, NY. It oversees $785 million in assets across its 22 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 22 accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fees usually vary depending on the financial services provided. However, fees charged by Credit Suisse Securities (Usa) LLC can consist of any combination of asset-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

11 Madison Avenue
New York, NY 10010

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Credit Suisse Securities (Usa) LLC Brokerage Details

Total Assets Under Management

$784,838,215

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

3,796

NY Average: 88
Total Number of Accounts

22

NY Average: 3,892
Average Account Size

$35,674,464

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Stephen Murphy Work History

Stephen has been registered as a financial advisor for 13 years.*

2016 - Present (8 years)

Credit Suisse Asset Management LLC

2009 - 2016 (7 years)

Credit Suisse Securities (Usa) 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 Stephen 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 Credit Suisse Securities (Usa) LLC

Marjorie Dorcedieuseul
New York, NY
Robert Ivey
New York, NY
Zachary Zinkgraf
New York, NY
Annabelle Bunn
New York, NY
Clayton Hawkins
New York, NY
Jamie Osullivan
New York, NY
Ryan Ferguson
New York, NY
Matthew Dowd
Boston, MA

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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