MM
ChFC
MM
ChFC

Mark Murphy

39 Years of Experience
Florham Park, NJ
BrokerSells Insurance

Mark Murphy is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Florham Park, NJ, with 39 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

25B Vreeland Road, Suite 300, Florham Park, NJ, 07932

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is involved in a variety of business activities, including insurance sales through Brown & Brown Metro LLC and Sequoia Private Client Group, and serving on multiple boards of directors. One of Mark's activities, NS Private Client Group LLC, takes up a full-time commitment.

Employment History
Current Registrations
Park Avenue Securities LLC
November 2002 - Present · 23 yrs 11 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
Guardian Investor Services CorporationBroker
November 1986 - May 1999 · 12 yrs 6 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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