David Murphy is a registered investment advisor at Osaic Wealth, INC., based in Durham, CT, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
360 Main St, Suite E, Durham, CT, 06422
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David referees college and high school ice hockey games, dedicating about 10-20% of his time to this activity. He is also the manager of DLCMC LLC, a Florida-based LLC owned by his wife that manages a rental property, requiring minimal time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
People's Securities, INC.Broker
People's United Advisors, INC.
Boston Private Wealth
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Fleet Securities INC.Broker
Shawmut Brokerage, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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