Brandon William Murphy

Arete Wealth Advisors, LLC

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Arete Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

128 advisors

Number of Clients

5,837 clients

Average Client Portfolio

$540K average

Assets Under Management

$3.2B

Fee Structure

Minimum Investment:$50K

Location

425 Broadhollow Rd, Suite 325, Melville, NY, 11747

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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.

Other Business Activities

Brandon is a registered representative/advisor for Fincadia LLC, Fincadia Wealth Management LLC, and Fincadia Capital Partners LLC, all starting in July 2022. These roles are investment-related and take up his full-time work hours.

Employment History

Current Registrations

Arete Wealth Advisors, LLC

January 2023 - Present · 3 yrs 1 mo

Arete Wealth Management, LLCBroker

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

National Securities CorporationBroker

January 2022 - July 2022 · 6 mos

State Registrations15 states

ALCACOCTDCFLILMNNCNJNYOHORPATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.