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Stephen Murphy

Park Avenue Securities LLC
17 Years of Experience
Melville, NY
1 DisclosureBroker
View SEC Summary
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Stephen Murphy is a registered investment advisor at Park Avenue Securities LLC, based in Melville, NY, with 17 years of industry experience. Stephen 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.

Park Avenue Securities LLC
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
—
View Full SEC Brochure

Location

225 Broadhollow Road, Suite 105, Melville, NY, 11747

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History

Regulatory History (1)
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Criminal
November 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Park Avenue Securities LLC
January 2024 - Present · 2 yrs 9 mos
Park Avenue Securities LLCBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Eagle Strategies LLC
February 2016 - November 2023 · 7 yrs 9 mos
Nylife Distributors LLCBroker
February 2016 - November 2023 · 7 yrs 9 mos
M Holdings Securities, INC.
March 2014 - July 2015 · 1 yr 4 mos
M Holdings Securities, INC.Broker
November 2013 - July 2015 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
January 2009 - November 2013 · 4 yrs 10 mos
State Registrations3 states
FLNJNY
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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