KM
KM

Kevin Murphy

18 Years of Experience
Staten Island, NY
BrokerSells Insurance

Kevin Murphy is a registered investment advisor, based in Staten Island, NY, with 18 years of industry experience.

Location

516 Industrial Loop, #28, Staten Island, NY, 10309

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Kevin is an insurance agent selling various insurance products, including traditional UL, term, whole life, equity indexed annuities, variable annuities, fixed annuities, variable insurance, and health insurance. He also works as a CPA providing accounting, tax preparation, and bookkeeping services, dedicating minimal time to each activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
May 2015 - September 2025 · 10 yrs 4 mos
Avantax Investment Services, INC.Broker
May 2015 - September 2025 · 10 yrs 4 mos
Hd Vest Investment ServicesBroker
May 2015 - May 2015 · 0 mos
AXA Advisors, LLC
November 2007 - May 2015 · 7 yrs 6 mos
AXA Advisors, LLCBroker
September 2007 - May 2015 · 7 yrs 8 mos
State Registrations8 states
CADEFLMDNJNYPASC
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.