RM
RM
Ryan Murphy
23 Years of Experience
Mishawaka, IN
3 DisclosuresBroker
Ryan Murphy is a registered investment advisor at PNC Wealth Management, based in Mishawaka, IN, with 23 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
310 West McKinley, Mishawaka, IN, 46545
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2016Settled
Customer Dispute
September 2012Settled
Customer Dispute
August 2009Denied
Employment History
Current Registrations
PNC Wealth Management
July 2011 - Present · 15 yrs 3 mos
PNC Wealth Management LLCBroker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
March 2004 - April 2010 · 6 yrs 1 mo
American Express Financial Advisors INC.Broker
August 2003 - February 2004 · 6 mos
Ids Life Insurance CompanyBroker
August 2003 - February 2004 · 6 mos
State Registrations15 states
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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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