TrueAdvisor
TrueAdvisor
BM
BM

Brian James Murphy

New Edge Wealth
13 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
New Edge Wealth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

Location

Rochester, NY

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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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Employment History
Current Registrations
New Edge Wealth
July 2025 - Present · 7 mos
Previous Registrations
Mariner Wealth
July 2023 - July 2025 · 2 yrs
Financial Engines Advisors L.L.C.
October 2019 - April 2021 · 1 yr 6 mos
Fisher Investments
December 2013 - August 2019 · 5 yrs 8 mos
Royal Alliance Associates, INC.
April 2009 - January 2010 · 9 mos
Fisher Investments
March 2007 - November 2008 · 1 yr 8 mos
UBS Financial Services INC.
August 2005 - March 2007 · 1 yr 7 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.